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


To: Debt Free who wrote (51203)2/19/2011 2:28:51 PM
From: robert b furman  Read Replies (1) | Respond to of 95616
 
Great to see more growth!!

Further diminishes peak cycle theory in semi's.

By the time people realize how profitable these surviving and right sized semi capital equip. companies are, there will be multiple expansions and 4-6 baggers through out the sector.

Bob



To: Debt Free who wrote (51203)2/19/2011 5:27:55 PM
From: Kirk ©  Respond to of 95616
 
Intel was founded in CA and its main office is here. I nearly ran over Andy Grove who was out jogging while driving my 'vette visiting a friend near his house... windy road, sun in my eyes, no sidewalks.... another story... but good thing we both were paying attention!

"The new facility at Intel's Chandler, Ariz., campus will be the most advanced, high-volume semiconductor manufacturing facility in the world, Intel President and Chief Executive Officer Paul Otellini said in a release."

Why doesn't Intel build new plants in CA? The answer is one of the reasons CA is in trouble.