Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 298.01

-0.5%

Dec 15 4:00 PM EST

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To: Woody_Nickels who wrote (51214)	2/20/2011 1:24:58 PM
From: robert b furman	Read Replies (2) of 95580

Hi Woody, I understand your position. I think the cycle has yet to peak. Rather we are in a transition that will continue to grow and expand. Tablets and smartphones coupled with PC growth at 10 % vs 15 % is a net gain environment. Add to the consumer products, 4G telecom infrastructure upgrades,along with cloud computing infrastructure and this run has room to go. Look at the announcements of fab expansions:Intel,Samsung,Micron. This party still has yet to pull back the punch bowl. Bob

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