Buy and Sell Signals, and Other Market Perspectives Message Board

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Strategies & Market Trends : Buy and Sell Signals, and Other Market Perspectives

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Jan 9 4:00 PM EST

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To: GROUND ZERO™ who wrote (46214)	2/14/2013 3:41:12 PM
From: robert b furman	Read Replies (1) of 221591

The three biggest equipment companies have reported large surges of orders.Amat just last night and KLAC and LRCX last month. Pretty apparent that mobility chips are driving Capex and those chip companies hitched to aapl and samsung are doing well, QCOM as an example. Aapl wants a secons fab and not Samsung as they've had in the past so Taiwan is ordering big. Sam sung is just huge everywhere. Intel wants in the game but has lagged and much of their effort is yet to ramp. PC's have been hurt but if you add notebooks and smart phones it is a much bigger world for chips in total. The sector has been brutalized and much consolidation is behind us - in the last cycle trough 1998 KLAC merged with Tencor and the sector never looked back. This year Nvls merged with Lrcx and Varian merged with Amat. Micron bought BK'd Elpida Efficiencies and a bigger market will drive a nice Capex cycle. These companies are debt free and very ready to lever the new widget demand. The market is making a bet this sector's time has arrived - I hope. IMHO Bob

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