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Technology Stocks : Semi Equipment Analysis

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To: FJB who wrote (44964)	8/7/2009 3:13:32 PM
From: robert b furman	Read Replies (1) of 95531

Hi Robert, If you want to see who has a future in the emi equip sector,go to Intel and see who is a consistent recipient of Intel's "Preferred Supplier Award". Those who make the tool of record for the future Intel designs will be the survivors. As a side note if a small firm doesn't have the stayiing power for an intel project,I believe they get referred to a "Preferred Supplier" and they buy out the exiting vendor. It is a small circle of well capitalized equipment makers that serve Intel's future roadmap plans. It is becoming more and MORE APPARENT , if you don't serve Intel you die. JMHO Bob

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