Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Kirk © who wrote (49097)	8/23/2010 11:10:41 AM
From: robert b furman	Respond to of 95616

Hi Kirk, Most of the expansion/production is occurring in Asia. They are the manufacturing center for developed markets. The only stocks worth being in are those who have a footprint in Asia. That is why I am investing in semi's. Their footprint and growth are in Asia.Their costs are the lowest in the world and there profits will be reflected in growing book value in the American indexes. When the profits move the price - the masses will see appeal in the domestic markets. At least the 90% of us that have jobs. Bob