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Technology Stocks : Semi Equipment Analysis

SOXX 351.08

+2.3%

Jan 27 4:00 PM EST

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To: Kirk © who wrote (58289)	11/28/2012 11:30:03 AM
From: robert b furman	Read Replies (1) of 95783

Read that as Capex growth. Surely not discussed much anywhere. I'd guess that leaves Samsung with its Austin fab all to itself for its larger market share in smart phones. Smart phone exploding in unit count as the much maligned PC growth at a paltry 2% spells many more chips as the unit count goes almost exponential with growth in all sub PC sectors. PC Tablets Smartphones All growth markets. Surely would never have thought it possible way back in 2000.That was when the PC box makers were going to go broke as PC's sold for less than $1000.00. What a nice evolved market. Bob Then add autos as frosting.

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