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Technology Stocks : Semi Equipment Analysis
SOXX 312.18-0.2%Dec 9 4:00 PM EST

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To: Donald Wennerstrom who wrote (43302)2/9/2009 11:50:15 AM
From: robert b furman  Read Replies (2) of 95546
 
Hi Don,

I listened to India Business on CNBC this weekend.

Central to India development in the world is internet access coupled with mobility.

I believe when Intel starts selling the 32 nm new family of chips with Wi Max built in the will be an exponential jump in demand.

Many third world countries will leapfrog over developed countries - much like S Korea di with the cell phone vs land lines.

Think of the exponential growth when everyone can access the internet with a hand held - It will ouot dtae desk tops and many laptops.

It is this huge explosion of unit growth that we are just on the cusp of.

Just think of the unit count when some have several!!

The emerging world will instantly get connected.

No doubt a direct off shoot from Intel's atom and computers for every one programs.

It will be faster and more powerful than the internet in 2000.
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