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: Sam who wrote (50921)	1/22/2011 1:02:39 PM
From: robert b furman	Respond to of 95530

Intel - 9.2 billion TSMC - 8 Billion Global Foundries ? A 2-3 billion increase from each of the top 5-7 top players and pretty soon you have a record year in 2011. So much for peak cycle in 2010! Especially as consolidation allows the survivors to say - we can deliver that 2 quarters out.Can you spell level production and maximum profits. After all the gurus have scared investors out of these great balance sheets with record backlogs - they'll tout them as superior run companies worthy of multIple expansionS,as we loong term holders sell out with 4-6 baggers on the entire sector. I love it - Tell me we have not seen it happen all before!!!! BUY THE DIP !!!! Bob