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Technology Stocks : Semi Equipment Analysis
SOXX 297.50-2.6%Nov 6 4:00 PM EST
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To: Woody_Nickels who wrote (51319)3/4/2011 12:10:52 AM
From: robert b furman  Read Replies (1) of 95383
 
I think more than anything, it is early.

IBM has done just fine repeating new highs.

Not many IBM's out there.

I think Intel is no doubt late on risc/arms chips.

I do not count them out.

With the right design and featuring McAffe protection updateable at night or real time,they could redefine faster and last longer - WITH SECURITY,and redefine the best,as Apple has done of late.

That's an attractive proposal,and I believe they can build it more efficiently than ANYONE!!

They are late however.

Bob
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