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Technology Stocks : Semi Equipment Analysis

SOXX 299.48

-4.8%

Dec 12 4:00 PM EST

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To: Donald Wennerstrom who wrote (48447)	7/6/2010 11:08:45 AM
From: robert b furman	Read Replies (2) of 95574

Hi Don, In my world of looking at semi's (through the rose colored glasses of Cohu-smile),all major advances are preceded by a viscious dip that is fast and scary. It has been the MO, for the last 20 years.I believe we are at such a turn. The orders coming in are powerfully high, and the companies are lean,this will lever surprisingly high EPS as the usual bears get louder ans the brokers back offices say they need to acccumulate stock through margin calls per their ususal larceny. I've added some shares here,and expect a blowout EPS with excellent guidance. My retail car store are having surprising improved unit sales. My vision of the consumer is,much more vibrant than given credit for. Real estate is in a generational dip that will last 5-10 years to recover,and semis have been an unpopular sector for over 10 years. I still beleiev that the next 12-16 months will usher in a new wave of mobile products in vastly larger markets that will make the PC cycle look like last decades pimple. Apple has lead and others lagging will make large investments in new technology and Capex needs. The bigger the dip the higher the pop. Hold onto this tiger - its going to be a good one!! Bob

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