SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Semi Equipment Analysis
SOXX 328.78+2.9%Jan 9 4:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Kirk © who wrote (29338)3/15/2006 10:18:13 AM
From: robert b furman  Read Replies (1) of 95703
 
Hi Kirk,

I've been scalping on semi's in here.

Making 50 cents to a buck on a couple of thousand shares.

There still is a lot of timer before earnings come out on Q1.

From everything I read,inventories are in line and Capex is growing nicely.

I'm thinking we go through a time period of many questions and GURU's issuing self serving sell of peak cycle crap.

I'm hopeful of a scary,but short dip.A dip in which we see most indicators diverge from price - that is price goes down and momo indicators get positive.

A final shake just before it becomes very apparent that the semi sector is growing and getting very profitatble should not only be anticipated - it should be expected.

With Vista due out soon,origami and many new wireless convergences 2007 looks like an explosion waiting to happen.

Catching the set up of a final shkeout will be a major wealth defining moment for us.

If backed off my margin and am waiting and hoping for a final shakeout that gives surprising value.

I may well apply a portion of my cash reserves on a hail marry buy the dip.

Clipping a little profit is a good thing to do - it wets one's appetite for some nasty noise and an opportunistic dip.

Good trading Kirk!!

Bob
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News