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


To: willcousa who wrote (44935)8/4/2009 10:59:35 PM
From: FJB  Read Replies (2) | Respond to of 95597
 
So we are soon left with intel and the foundaries at the cutting edge..

If Intel, Samsung, Toshiba and TSMC are the only end customers for equipment, then it looks bad for equipment in the near and long term. Thoughts?