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Technology Stocks : Semi Equipment Analysis

SOXX 299.81

+2.7%

Dec 19 4:00 PM EST

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To: Return to Sender who wrote (53169)	8/10/2011 1:22:49 PM
From: Jacob Snyder	2 Recommendations Read Replies (2) of 95616

re CREE: LT, I prefer the LED equips, who have a defensible moat. CREE, I believe, sells a commodity with low barriers to entry. The Chinese are targeting the LED market; they have shown a willingness, in a list of industries, to chase market share to the point of nil profits (like they are doing in solar currently), and I think they will do this in lighting as well. CREE is a short, on any strength. AIXG and VECO are on my buy-list, for the day after QE3 is announced.

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