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Technology Stocks : Semi Equipment Analysis

SOXX 303.84

+1.3%

Dec 22 4:00 PM EST

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To: Sam who wrote (50756)	1/13/2011 9:03:00 PM
From: Runomo™	of 95626

"My question to them is, "When did you look ahead to this quarter? When did this quarter 'count' in your calculations?" They will always say as their excuse for selling, "Just wait, 'x' months from now, things will be worse, ASPs will collapse, GMs can't remain in the 60s." But they said the same things 6 months ago!" nicely put, it's a question relevant not just today but for many quarters now and not just with INTC but with numerous semiconductor companies and not only for this recovery but with other post 2000 semi recoveries, ergo the rationalization of the low sector multiples placed by the analysts. But, a bull market has it's own way of changing these constructs and slowly making many of it's eager advocates look like silly gooses. And I think tomorrow the market will take yet another step in that direction.

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