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Technology Stocks : Semi Equipment Analysis

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To: Return to Sender who wrote (51601)	3/30/2011 2:03:31 PM
From: gugie	Read Replies (1) of 95525

Since this site is titled "Silicon Investor", rather than "Post my Personal Opinion", I think Sam's post is much more relevant. All I'm really concerned with is what is driving the market? I think the arguement that tablets will outsell laptop/notebooks in both units and $$ (at some point) is valid. If you don't have a big presence in tablets (hello Intel?), you're missing out on a huge future growth market. I don't think you get the difference between smart phones and tablets. To paraphrase, it's the screen size, stupid. Chip companies WILL be affected by the tablet market, equip. makers much, much less so, probably insignificantly. So I care.

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