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Technology Stocks : Semi Equipment Analysis

SOXX 309.40

+1.0%

Dec 5 4:00 PM EST

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To: cluka who wrote (42908)	1/22/2009 7:19:08 PM
From: BWAC	2 Recommendations Read Replies (1) of 95531

Fret, fret, worry, worry......did WFR have a bad quarter and guide down? Imagine that and in this business climate too? Shocking! Who oh who could have predicted the decline except the bestest and brightest of the investing world. While everybody keeps on focusing on what to sell and where the bottom is, I'll keep on focusing on what to buy, the ever merging of tangible book value and stock valuation into favorable ratios, and what the long term earnings stream can reasonably be. Where was the sell WFR mantra at $60 on the way up? And why is the oh my, get me out! NOW!!!! noise so high at $11? My position? 1000 @ $15. Less $6 of expired Call premium. Or $9. Tomorrows price? Who cares. Its all in the positioning for the next cycle at this point anyway. Plus the Feb Calls need to go to zero anyway. Business bad?...............never had a clue. But then again I'm not an Analyst. Thank goodness for Wall Street research.

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