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Technology Stocks : Semi Equipment Analysis
SOXX 342.47+1.6%Jan 16 4:00 PM EST

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To: Sam who wrote (77935)11/29/2017 2:24:29 PM
From: robert b furman  Read Replies (1) of 95737
 
HI Sam,

New tax law makes provisions for expensing all new equipment in the first year - that will take earnings down quite a lot, and then only pay at a 20% rate.

Seems like it would be a boost to after tax net earnings?

Could well be why shipments were 4 months sequentially in decline?

Bob
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