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Technology Stocks : Semi Equipment Analysis
SOXX 299.81+2.7%4:00 PM EST

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To: Woody_Nickels who wrote (58666)1/3/2013 10:52:58 PM
From: Return to Sender1 Recommendation  Read Replies (2) of 95611
 
>The Semi cycle is due to turn up in 2013/2014. Anyone should be able
to 2X/3X any reasonably solvent semi co.<

I'm curious as to why you think the semiconductor cycle should turn positive in 2013/14? The average bull market lasts 3.8 years.

ritholtz.com

I think the entire stock market will have to bottom before the SOX becomes a leader in the market again.

BTW, I recommended your post on using calls against the short position but I don't bet against myself. I think that would be crazy. Even if it would be smart. LOL

RtS
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