Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 305.47

+3.1%

4:00 PM EST

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To: 2MAR$ who wrote (52011)	5/3/2011 3:45:28 PM
From: robert b furman	Read Replies (1) of 95358

Hi 2MAR$, I'm very suspicous of that action as Intel has been a leader. It acts more like the final shake that happened back in 1998. Just before a rebirth of new technology. Intel has benefitted by the cloud and data centers. If has yet to focus on higher performance and cheaper, at the same time, on mobile devices. Pre-PC cycle kinds of stuff - could be huge. Like SSD's vs HDD's - just beginning Just not in gear yet - I think. Bob

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