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

To: Sam who wrote (61140)	8/18/2013 9:47:05 PM
From: Gottfried	Read Replies (1) \| Respond to of 95526

Pet peeve: dissimilar numbers than cannot be compared in one sentence Samsung maintained the number one position in the global smartphone market, as its share of smartphone sales reached 31.7%, up from 29.7% in the second quarter of 2012. Apple's smartphone sales reached 32 million units in the second quarter of 2013, up 10.2% from a year ago.

To: Sam who wrote (61140)	8/19/2013 10:12:11 AM
From: robert b furman	1 Recommendation Recommended By FollowTheTrend Read Replies (2) \| Respond to of 95526

Just try to keep to total picture of 46.3 % growth in smartphones as PC's drop 5-10-%. It in total is a whole lot of IC going out the fabs doors. Growing portfolio of all kinds of memory and IC's - add to that a largely reduced number of companies either making the equipment and/pr chips and you have a very profitable sector with exceptionally strong balance sheets. I believe the morphing to stable profits and larger dividend payouts will continue. Getting out on a limb here,but this sector could well be viewed much like pharma some time in the future. If we accumulate a portfolio of such companies.we will have done very well in our lifetimes. It may not be the go go days of 2000 - it may be the boring slow slow days of 2015. Bob