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Technology Stocks : Semi Equipment Analysis
SOXX 296.20-0.6%Dec 16 4:00 PM EST

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To: The Ox who wrote (49110)8/24/2010 1:17:47 PM
From: Sam  Read Replies (1) of 95587
 
No one seems to be listening. They only have ears for "Doom" these days.

Piper Jaffray Predicts Semiconductor Super Cycle
finance.yahoo.com

Piper Jaffray Predicts Semiconductor Super Cycle With Internet TV, Manufacturing Plant Underinvestment, And Infrastructure Driving Growth......

"To summarize, there is a combination of underspending in infrastructure, telecom, corporate IT, data centers, an emerging [3rd world] middle class, and rich people in the developed economies are still spending money. This is coupled with a decade of underinvestment in semiconductor manufacturing capacity. While there is a lot of angst regarding the overall economy, things in the chip business haven't been this good since 1993."
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