Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 299.81

+2.7%

Dec 19 4:00 PM EST

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To: Donald Wennerstrom who wrote (55873)	4/1/2012 10:38:16 PM
From: Woody_Nickels	2 Recommendations of 95616

Actually the blue chip, dividend payers I bought near the market lows in 4Q08 and 1Q09 are providing both capital gains and dividends, atm. The best of two investment philosophies. The smaller cap techs that I bought were sold after a nice run up, and that cash is awaiting redeployment. We usually get 2 or 3 nice investing opportunities each decade, during which we buy the 'dip'. Techs are not quite the cyclical play we enjoyed in the '90s, but the cycle has not been repealed, yet. Once, we could play the semi cycle every couple of years. Now it's not so simple, but still possible... just not at the magnitude or frequency that we like. Woody

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