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Technology Stocks : Semi Equipment Analysis
SOXX 312.18-0.2%4:00 PM EST

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To: marc ultra who wrote (48645)7/30/2010 5:24:43 PM
From: marc ultra  Read Replies (1) of 95541
 
Now that we're expected to have a RIMM and Samsung tablet the secular growth phase of new chip intensive applications continue gaining strength on top of the strong cyclical growth. From the CC's I've been listening to it seems like industrial and auto are also strong and when we see more of the newer engines like the Chevy Volt and other electric and hybrids that again will be more major new very chip intensive products.
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