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Technology Stocks : Semi Equipment Analysis

SOXX 314.52

-0.6%

Dec 11 4:00 PM EST

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To: Gottfried who wrote (43273)	2/8/2009 9:04:18 PM
From: Jacob Snyder	Read Replies (2) of 95567

<AMAT price with SIA sales is also shown. Here the relationship is not so clear.> The semi capex/semi sales ratio has declined, over the time period of your chart. This decline is permanent, and independant of the shorter-term cycles. <I'm reading Nassim Taleb's "The black swan"> 2000 to 2008: "The Gorilla Game" to "The Black Swan". So, what will be the best-seller for 2010?: "Guns and Gold: Surviving the Apocalypse" by Max Midnight, or "Health, Wealth, and Wisdom for Everyone" by Sally Sunshine

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