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Technology Stocks : Semi Equipment Analysis

SOXX 285.23

-3.7%

Dec 17 4:00 PM EST

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To: FJB who wrote (44938)	8/5/2009 12:09:11 AM
From: Kirk ©	Read Replies (1) of 95596

>So we are soon left with intel and the foundaries at the cutting edge.. >>If Intel, Samsung, Toshiba and TSMC are the only end customers for equipment, then it looks bad for equipment in the near and long term. Thoughts? TSMC is way down on the list... #10 kirklindstrom.blogspot.com Did IBM get out of semiconductors or do they keep sales secret so it is not ranked?

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