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Technology Stocks : Semi Equipment Analysis
SOXX 303.84+1.3%Dec 22 4:00 PM EST
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To: richardred who wrote (67917)3/18/2015 12:47:17 PM
From: robert b furman1 Recommendation

Recommended By
richardred

  Read Replies (1) of 95626
 
Hi rick,

WOW, this sector has been mergered to very few small players.

In the long run that puts wonderful stability in the cycles of this sector.

I have nno doubt it will continue until we see some really big cops buy other really big corp.

Amat and Tokyo electron seem to be the first of what will be more I suspect.

Bob
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