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


To: Donald Wennerstrom who wrote (45548)10/11/2009 1:39:07 PM
From: robert b furman  Read Replies (1) | Respond to of 95761
 
Good Morning Don ans Sam.

Let's hope it is rational and leaves demand exceeding supply by just a tad.

Ratioanl allocation of capital can lead to a lengthened recovery in ASP's that actually proves to be quite profitable.

Here's hoping mobility,internet,and long life batteries carry this sector for a nice 3-5 year run of strong profits.

I have a dream !!

Bob