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Technology Stocks : Semi Equipment Analysis
SOXX 299.67+1.5%4:00 PM EST
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To: marc ultra who wrote (48342)6/21/2010 2:26:26 PM
From: FJB  Read Replies (2) of 95406
 
RE:I think 3D and LED are both going to be meaningful parts of the secular growth part of semi demand.

I don't think LEDs are included with the chip market. The equipment required in manufacturing and processes are minimal compared to making semiconductors.

3D TVs, if that is what you are referring to, are still a very small market and will be for some time. The incremental silicon is not going to be a big driver in this current up cycle.
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