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Technology Stocks : Semi Equipment Analysis
SOXX 285.23-3.7%4:00 PM EST

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To: Donald Wennerstrom who wrote (43708)3/12/2009 10:07:39 PM
From: robert b furman1 Recommendation  Read Replies (1) of 95596
 
Hi G,

Been missing on SI as work has been incredibly stressful and slow.

Working long and hard and in the black I'm pleased to report - many not so fortunate.

Texas is indeed a good market for GM and their full size trucks.

Just an interesting note,IBD industry group rankings have believe it or not been very positive for the semis and the equipment makers - OK in a relative way:

Semis:
This week 16
3wks ago 96
6wks ago 94
7mos ago 35

Semi Equip:
This week 86
3wks ago 122
6 weeks ago109
7 mos ago 95

Can't help but think I've been hunkered down too long.

Semi's in the top 20 - who'd da thunk it?

Bob
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