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Technology Stocks : Semi Equipment Analysis
SOXX 342.47+1.6%Jan 16 4:00 PM EST

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To: michael97123 who wrote (31684)7/21/2006 10:50:43 AM
From: auriculatus  Read Replies (1) of 95738
 
Hey, I will call you soon.

The bookings are now almost 70% higher than they were on average all of last year. This is more than amazing. INTC has their own problems right now that are AMD related. But they manage to drag everything into the can. Same with Dell.

TSM is running full bore and people seem to forget that chips go into more than PCs.
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