Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 296.74

+1.8%

Nov 28 4:00 PM EST

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To: The Ox who wrote (85430)	8/5/2020 12:40:27 PM
From: Sun Tzu	of 95491

Semis are highly cyclical. And that is why I gave you my PE10 answer. Whether one is long or short a stock has much to do with his time frame. What works for day-trading will not work for retirement funds. You never explained what timespan are you looking at. I personally think that in the medium term the semis are done. You can see this in the chart of many bellwethers such as KLIC or MU. But if your timeframe is in weeks or even a few months, then the issue is immaterial. Just go with the momentum.

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