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

To: willcousa who wrote (55346)	1/30/2012 12:19:52 PM
From: robert b furman	1 Recommendation Read Replies (1) \| Respond to of 95572

The innovation continues and yet the legacy products have carved a huge niche into all markets - globally. It is one of the great megatrends in our lives. Now instead of the peaks and vallies of the PC cycles magnified by irrational investment in excess Capex -we see stable investment and Capex required due to leading edge capabilites being justified by the demand of innovative new products being embraced by the consumer end user. That's a solid story that will work over time and maybe not whip saw us as it has in the past. It is a good story. Bob