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

To: Sam who wrote (49556)	9/27/2010 3:07:50 AM
From: marc ultra	Read Replies (2) \| Respond to of 95487

I think this excerpt from the article sums things up pretty well: "it’s a mixed bag in the market. PC-related chip sales are slowing. The DRAM market is collapsing. Cell phones are strong, while NAND is holding steady. Analog is a mixed bag. And the IC-assembly and foundry markets are decent."] The PC/DRAM weakness is has become clear recently. The analog space, which I keep looking at closely to see if my feeling that PC dependent bad, analog OK is correct, may be moderating but still looks OK as it's been beaten down about the same as more PC related stuff.