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

To: Donald Wennerstrom who wrote (58210)	11/19/2012 11:44:47 AM
From: robert b furman	Read Replies (1) \| Respond to of 95779

No doubt many a mutual fund has declined in value since aapl has slid. I think the world is seeing that aapl has had a wonderful run as it has innovated itself far ahead of all others. That being sid I see a lot of well funded companies going after aapl with some pretty neat stuff of their own.As competition grows (which I think is healthy) margins will suffer and that will impose a price penalty on aapl. IMHO Bob I do not own any aapl.