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Technology Stocks : Semi Equipment Analysis
SOXX 309.40+1.0%Dec 5 4:00 PM EST
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To: Sam who wrote (46467)1/15/2010 6:50:06 AM
From: robert b furman   of 95531
 
Hi Sam,

I think you have nailed it for Intel.

Key to the analysis of Intel is where do they sell most of theor product - Asia.

If one understood that - they'd already be in Intel.

10% unemployment in the USA, is no big deal vs the new and quickly expanding markets that Intel has positioned itself to serve.

IMO

Bob
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