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Technology Stocks : Semi Equipment Analysis

SOXX 316.33

+1.3%

Dec 10 4:00 PM EST

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To: Donald Wennerstrom who wrote (48733)	7/30/2010 10:35:21 AM
From: The Ox	1 Recommendation Read Replies (1) of 95546

As of your last weekend posting, the SOX is sporting a 9 PE based on this year's earnings estimates. INTC's PE is roughly 10. MXIM and XLNX have over 13% of their floats shorted, while handily beating estimates and raising next quarter's guidance. AMAT currently trades 2% over its 52 week low. I don't care how fast the industry is going to slow, its long term prospects are much more positive then the market is pricing in at this time. One has to be very careful not to buy these stocks AFTER they have a big run. However, quick 10% to 20% drops are not uncommom and can be used to "play the game", the trading game that is. Assuming one has the time and the inclination to watch and strike when the time is right. There are always smaller plays that have solid momentum behind them, like EZCH and ENTR to name just 2. jmo TO

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