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Technology Stocks : Semi Equipment Analysis

SOXX 309.40

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Dec 5 4:00 PM EST

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To: Donald Wennerstrom who wrote (61042)	8/12/2013 11:40:28 AM
From: robert b furman	Read Replies (2) of 95530

HI Don, Agree with your points. That being said I think it speaks volumes that Samsung has used intc for it tablet application processors. Samsung has recently been gaining substantial market share from Appl's itab. The day has come where mobility is being judged by price since many competitive entries have similar functions/capabiltiies. As the judgement of mobility gadgets goes to price/performance the cost of components will determine who gets to make what goes in the mobility products - that advantage goes to intc for their manufacturing prowess. JMHO Bob

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