Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 351.08

+2.3%

4:00 PM EST

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To: Donald Wennerstrom who wrote (29289)	3/12/2006 7:04:32 AM
From: rlev	Read Replies (1) of 95765

Donald: >Now you might ask - what does all the above have to do with anything - and the answer probably is - nothing!:) INTC over the years has played the MHz game. Trading good design for marketing numbers. It worked till they hit the wall in heat. This, the Itanium failure, and AMD's great execution of late has justified Intels drop IMHO. Take this stock (bad data point) out of the sox and smh and you will get a much better picture of how semi's are really doing. -- Rich

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