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Technology Stocks : Semi Equipment Analysis

SOXX 283.58

+0.3%

Nov 25 4:00 PM EST

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To: etchmeister who wrote (30204)	5/1/2006 1:46:04 PM
From: rlev	Read Replies (1) of 95474

Nokia ... worst phone I've ever owned (UI wise) Don't know anything about the new stuff. Do know that if Apple does something they see an opportunity to improve on the user experience ... something a lot of companies seem to have problems doing. In any case who ever wins it just means more chips sold, smaller, faster, cheaper ... which ultimately means more semi-equipment needed. After a five/six year drought seems like now is the time. This last earnings release period proved it in my mind ... lets see if the stocks follow ... -- Rich

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