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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: robert b furman who wrote (38000)	2/7/2008 9:02:29 AM
From: michael97123	Read Replies (2) \| Respond to of 95743

cramer on cisco and tech. companies good but stocks bad. He even mentioned $11 for cisco which was 02 low. Dead money at best he says. Recession coming to europe next and tech earnings will continue to disappoint. International Paper CEO said we were doing a good job of talking ourselves into a recession. First cramer mentions that folks are blaming cnbc for market decline and then makes the above comments on cisco. He indicated that sooner rather than later we should be buying banks because coming out of recession or in anticipation of coming out, banks would lead us back. Anyone thinking of such a switch being prudent.

To: robert b furman who wrote (38000)	2/7/2008 9:07:07 AM
From: Woody_Nickels	Respond to of 95743

Can you spell P-U-S-H O-U-T? It still takes 18 months to build a fab, as far as I know. That's mid '09 at the earliest. Plus Tosiba only increased CapEx to $3.3B this year. So out- fitting the fab with equipment won't happen until 1H09. This won't help SCE companies this year. After the fab is outfitted, it'll take more time to qualify it for whatever they plan to manufacture there. At least another quarter. So first product won't come out until 4Q09, too late for Xmas '09 ramp. JMHO Woody