Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 330.38

-4.4%

Feb 4 4:00 PM EST

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To: marc ultra who wrote (48240)	6/15/2010 7:26:24 AM
From: robert b furman	Read Replies (1) of 95865

Hi marc, it is different this time. Many more global markets. An infrasrtucture that is built out(3G) and a new one ($G) that is coincidentally being built out. A global population all clamoring for inexpensive gadgets vs PC that were extremely expensive and took 5-10 years to get almost inexpensive. A younger generation that embraces the technology as cool vs the past generation that were labeled Geeks. It is different this tiome and its greatest differentiator is low price and mass unit count. JMHO Bob El Arian has been way wrong about his new normal -Pimco predicted 5.5 % treasuries after the 4 % and they've gone to 3 % - ooops for his new normal. Bob

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