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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: Jacob Snyder who wrote (51475)3/16/2011 4:50:54 PM
From: robert b furman  Read Replies (2) of 95383
 
Hi Jacob,

You are going in deep on that short.

True confession I can not short - makes me way too nervous.

What if they get the pumps going tonight with that power line.

Offering up some real hope.It weould trigger a heck of a short squeeze.

Regarding damage to Japanese chip makers.

Don't you think most chip makers are paired up, as most do not like single sourcees for integral components procurement?

There no doubt is some.

I view the electronics business as so competitive - any opening of a new buyer and it is like ground beef being thrown into a prrahnna poll.

Not sure but if anybody can get changed over to a new and big market - it will be the electronics industry.

Bob
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