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Technology Stocks : Semi Equipment Analysis

SOXX 285.23

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4:00 PM EST

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To: Donald Wennerstrom who wrote (59926)	5/20/2013 12:11:18 PM
From: Gottfried	4 Recommendations Read Replies (1) of 95596

A retired 30 year INTC veteran with 27 patents writes: "I can state with certainty that the new mobile oriented processors coming from Intel later this year will capture the processor space for the leading smart phones and tablets. There are two fundamental, related, reasons for this: These processors are faster than anything that ARM/TSMC (or AMD) can offer at the same level of power consumption. Their power consumption at the same level of performance is much less than anything ARM/TSMC (or AMD) can offer." [snip] seekingalpha.com

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