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

To: Donald Wennerstrom who wrote (42808)1/19/2009 7:31:05 PM
From: Gottfried  Read Replies (1) | Respond to of 95520
 
Don, the link at the bottom of your capex head fake post is the wrong link. Who is calling it a head fake?



To: Donald Wennerstrom who wrote (42808)1/19/2009 10:31:09 PM
From: robert b furman  Respond to of 95520
 
Hi Don,

I hate it when your rebuttal makes sense and are conservative to negative.<smile>

OK on a positive note:

Capex is not in the cards - I agree

Technology buys are going to be focussed for the H1 expenditures.

So go to who Intel rewards with their "Supplier Award" it gives out each year and buy them in this downturn/value market.They're the recipients of R&D rewards.

JMHO

Bob


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