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Technology Stocks : Semi Equipment Analysis
SOXX 296.92+0.1%4:00 PM EST
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To: Donald Wennerstrom who wrote (50885)1/20/2011 5:37:07 PM
From: robert b furman1 Recommendation  Read Replies (1) of 95499
 
Hi Don,

If PC's were really getting killed by tablets,my thinking is AMD would've signalled that fact more than any company.

Flat guidance is actually stronger than I'd have bet on.

Makes me think business is good and getting better.

Bob
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