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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 (51280)	3/2/2011 11:00:37 PM
From: Woody_Nickels	Read Replies (1) of 95383

Jacob, I had good luck with SNDK and CIEN this cycle. Both tripled for me, but if bought and sold better would have been 6-10 baggers. iirc, TER bottomed at $3 and is now $18. ATML is one I wish I had taken a flyer on at 68 cents/sh. Now $14. Bought a large patent portfolio via acquisitions during the dotcom bubble. SNDK looks to offer 3D flash for the next cycle. CIEN benefits from increased bandwidth demands. Bought NTs Metro Ethernet division in '08-'09. Woody

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