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


To: Sam who wrote (47894)5/20/2010 11:03:15 AM
From: robert b furman  Read Replies (1) | Respond to of 95738
 
HI Sam,

I think that article is way off the mark.

Cohu a test handler maker has had to postpone their transition to a contract manufacture due to a " good customer" making urgent demand for additional equipment.

Example IBD article today confirmed 317 million smartphones have been sold in the last 90 days.

This does not consider smart books and net books which are just beginning to be offered.

HP and Dell just getting going.

Huge battle about to begin between Intel and Qualcomm on processors.

The real production ramp has not even begun.

These guys are spinning a story to have supply of stock hit the market.

If it isn't that - they should be fired.

I listen to as many webcasts as I can and none of them remotely discuss a top.

These guys should be censored for pushing bogus info IMHO

Bob