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Technology Stocks : Semi Equipment Analysis

SOXX 306.04

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Dec 26 4:00 PM EST

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To: Donald Wennerstrom who wrote (47946)	5/23/2010 5:31:35 PM
From: Donald Wennerstrom	Read Replies (1) of 95640

Another good article from IBD on "Going Fabless" <<Going Fabless And Fancy-Free By KEVIN HARLIN, INVESTOR'S BUSINESS DAILY Posted 05/21/2010 05:47 PM ET "Real men have fabs" is the taunt Jerry Sanders, a founder and former CEO of Advanced Micro Devices (AMD), is said to have lobbed at upstart chip companies that designed products but outsourced the manufacturing. It became a common Silicon Valley refrain in the 1990s. Not anymore. Real companies without fabs (industry parlance for chip-fabricating plants) have seen revenue grow faster than for many of their manufacturing-capable cousins. More at: investors.com

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