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Technology Stocks : Semi Equipment Analysis

SOXX 297.50

-2.6%

Nov 6 4:00 PM EST

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To: Jacob Snyder who wrote (50403)	12/18/2010 6:00:25 PM
From: Donald Wennerstrom	3 Recommendations Read Replies (1) of 95383

Jacob, Your simple method to buy and sell the "SOX" makes a lot of sense. It would have worked very well this past year. Now we are in another period where over this past year, the SOX is making new highs. With the Bookings and Billings falling off their long uptrends as recently reported, since Aug for Bookings and Nov for Billings, this is the time to be very vigilant. However, at the moment, the SOXM is not priced at elevated levels where the PEs are over 15 and PEGs are over 1.0. This past week these numbers finished at 12.6/0.92 for this year, and 12.8/0.94 for next year. Message 27035964 Absolute numbers for PEs and PEGs where peaks occur are not known(as well as for bottoms) as we well know, just look at this year as an example, but as measurement parameters they are quite useful. Don

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