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Technology Stocks : Semi Equipment Analysis
SOXX 314.52-0.6%Dec 11 4:00 PM EST

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To: The Ox who wrote (43081)1/29/2009 9:06:31 AM
From: BWAC  Read Replies (3) of 95572
 
Just for the record, Ox please inform the readers when the best time to buy the semi-equip stocks for a 200 to 400% return happens to be? Use LRCX for an example of earnings level. IE when is the point where big money is made by buying what others are selling.

Is it:

A.) When earnings are above $1 per quarter and not a bad word or down quarter to be seen?

or

B.) When there are no earnings, no visibility, and losses as far as the eye can see?

Rest of the thread feel free to answer as well. MOST all of you have been around for many cycles. I expect you know the answer. And that in itself is why you have been around for years and still have capital to trade the next cycle.
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