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Technology Stocks : Semi Equipment Analysis

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To: Donald Wennerstrom who wrote (42607)	1/10/2009 4:18:34 PM
From: Donald Wennerstrom	2 Recommendations Read Replies (1) of 95520

Top Ten Tech Surprises in 2009: Low Probability, High Consequence Edition January 10, 2009 In the tradition of Byron Wien’s Top Ten Surprises, here is the MGI Research Top Ten Tech Surprises for 2009. To make our list, the surprise must have a probability of 10% or less of occurring – a “low probability, high consequence” event. If conventional wisdom is thinking about it, then by definition we strike it from consideration. We look for seismic events that would rock the entire IT industry, forcing most, if not all participants to re-think their strategic planning assumptions. [snip] seekingalpha.com

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