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Technology Stocks : Semi Equipment Analysis
SOXX 309.40+1.0%Dec 5 4:00 PM EST
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To: Sam who wrote (61140)8/19/2013 10:12:11 AM
From: robert b furman1 Recommendation

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FollowTheTrend

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Just try to keep to total picture of 46.3 % growth in smartphones as PC's drop 5-10-%.

It in total is a whole lot of IC going out the fabs doors.

Growing portfolio of all kinds of memory and IC's - add to that a largely reduced number of companies either making the equipment and/pr chips and you have a very profitable sector with exceptionally strong balance sheets.

I believe the morphing to stable profits and larger dividend payouts will continue.

Getting out on a limb here,but this sector could well be viewed much like pharma some time in the future.

If we accumulate a portfolio of such companies.we will have done very well in our lifetimes.

It may not be the go go days of 2000 - it may be the boring slow slow days of 2015.

Bob
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