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

To: Return to Sender who wrote (45814)	11/10/2009 12:29:56 PM
From: robert b furman	Respond to of 95546

Hi RtS, much to do about the Dollar dropping IMO. It makes exports extremely cheap globally - which is what the semi equipment sector and many other high tech manufacturing is all about. China is pegged to the dollar so the two biggest economies get going the fastest. I'm far from enamored about paying a historical high for gold - costs to store and no dividend - ergh. Makes you wonder why so many commercials on TV - time to be selling IMO. Semi's about to explode up -low vix giving us that clue. Did you hear any semi that didn't have an excellent bump up in business? October 1998 big caps leading DEJA VU !! Bob Bob