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Technology Stocks : Semi Equipment Analysis

SOXX 348.51

+5.3%

Feb 6 4:00 PM EST

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To: Donald Wennerstrom who wrote (58160)	11/16/2012 10:31:29 AM
From: The Ox	Read Replies (3) of 95888

We haven't seen much of anything rise on bad news, that's a good indicator on the continued negative sentiment towards this sector. The good news is that prices are getting much cheaper. If and when then turn comes, that should imply that gains will be larger if you can time the turn properly. I don't subscribe to the doom and gloom that most do these days. I think much better days are in store but we have to let these cycles run their course. Keeping in mind the changing landscape in the tech world and especially in the computing world, those companies that are positioning themselves to profit from these changes are the ones to start accumulating during the turn. Those who rely on legacy products and old tech will be the ones to avoid. Companies who spend a lot of money on R+D are often a good place to start your investigations during the downturn. Who's positioning themselves for the leading edge? JMO TO

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