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

To: Sam who wrote (48853)	8/6/2010 12:26:35 PM
From: FJB	Read Replies (1) \| Respond to of 95587

Good point.

To: Sam who wrote (48853)	8/6/2010 3:21:04 PM
From: Ian@SI	2 Recommendations Respond to of 95587

It's easy to understand why Cramer no longer manages a hedge fund after listening to his conclusions following his interview with the CEO of On Semiconductor (at least I think that was the company) last night. The CEO was discussing the growth RATE; how it was quite large compared with prior quarters; that the magnitude of the growth RATE isn't sustainable forever; and that he expected a lower growth RATE in 2011. Somehow Cramer, after the CEO was gone, concluded that there would be no growth next year and that this is applicable to the whole sector. Amazing listening and deductive skills Jim. NOT! FWIW, Ian