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Technology Stocks : Semi Equipment Analysis

SOXX 309.40

+1.0%

Dec 5 4:00 PM EST

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To: Jacob Snyder who wrote (54610)	11/11/2011 2:02:32 PM
From: cluka	1 Recommendation Read Replies (1) of 95530

Jacob, I saw this quote earlier and thought it was a good fit for our stocks, "Path uncertain, destination ugly" I do agree with you. This is not a sustainable rally over the mid term. The trouble is that you could go through a lot of pain being short for the next few months. To me LRCX and KLIC here are just waiting to be killed. Both are going to have their earnings expectations clipped big time. Anyone expecting bookings to reverse in my view is foolish. If iPhone sales are as week as we are hearing, these new smartphones from Samsung, HTC, LG, BBerry, Nokia and so on will be selling as door-stoppers come January.

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