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

To: Woody_Nickels who wrote (55357)1/30/2012 9:25:54 PM
From: robert b furman1 Recommendation  Read Replies (1) | Respond to of 95601
 
Hi Woody,
.
I think Intel is quite content to take a laptop with greater performance and equal energy draw vs an Arm mobile device at the same price (and twice the size) ALL THE WAY TO THE BANK
.

A 3-4 year lead in technology is apparently bringing about an awareness that not only should the Taiwan fabs have been investing in leading edge (as well as Samsung).

The net result is we find ourselves in a secular bull market in leading edge investment in so far as s emi equipment Capex is concerned.

Not so much my futuristic vision - more like a quote from KLAC's CEO on Cramer tonight.

I feel more and more confident that the trough is in and the worm has once again turned.

The new cycle is no more the PC cycle - it is the PC cycle PLUS the MOBILITY CYCLE COMBINED

Bob



To: Woody_Nickels who wrote (55357)1/30/2012 9:48:37 PM
From: Gottfried  Read Replies (2) | Respond to of 95601
 
Woody, I don't own a smart phone and can't imagine making my charts on one. I also edit a newsletter using Word and Acrobat and again would not like to do that on a smart phone - not even on a tablet.


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