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Technology Stocks : Semi Equipment Analysis
SOXX 312.18-0.2%4:00 PM EST

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To: Donald Wennerstrom who wrote (51666)4/4/2011 10:35:47 PM
From: robert b furman  Read Replies (1) of 95541
 
Right - a 70% premium is not good enough!

I'd say they are members of one OF THE MANY hedge funds that have sold these fortress like balance sheet companies down to ridiculous levels below value.

Read about illegal naked short selling and how the SEC has been a sleep at the switch as Europe passed laws preventing the practice.

Maked short selling has eliminated so many small caps stocks -the engine of jod creation.

It is immoral and corrupt as the SEC has been warching porn.

Where else has y over y growth of 50 % not been rewarded with multiple expansion?

CASH PER SHARE in many of these quality companies is 35-50 percent of the stock price with 20 % of revenue continually being reinvested into R&D? GET REAL!!

This group has had no respect for over a decade.

If nothing else those in the sector know economies to scale and can buy growth through mergers and then organicaly.

This ought to be the last straw that breaks out the group, as it did in 1998 when Kla bought Tancor.

Why grind your margins to zero when collaberation can be accretive immediately.

Merge and control.

I like this deal.This may well be what was/is needed!

Bob
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