Semi Equipment Analysis Message Board

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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: BWAC who wrote (43085)	1/29/2009 12:16:42 PM
From: Pam	3 Recommendations Read Replies (2) 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. It is all about capital efficiency. If you deploy your capital too early, it is less efficient and generates returns below what it is truly capable of. A good stock bought at the wrong time can lose money for you and a bad stock bought at the right time can make money for you! If you follow the industry, it should be clear that LRCX hasn't bottomed yet, so why should you get in prematurely?

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