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Technology Stocks : Semi Equipment Analysis

SOXX 288.52

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To: Sam who wrote (54854)	12/10/2011 3:52:36 PM
From: FJB	Read Replies (2) of 95417

RE:TXN said that they believe that we are scraping along the bottom and that they are under-shipping real demand: ALTR said something similar in their press release. I don't really understand. It seems there is either demand or there isn't... "Consistent with the third quarter, Altera believes it will continue to under ship customer end demand in the fourth quarter." finance.yahoo.com

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