Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 306.55

+0.4%

Oct 31 5:00 PM EST

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To: Return to Sender who wrote (59789)	5/6/2013 11:48:51 AM
From: dvdw©	Read Replies (1) of 95335

that story is a waste.....positions are not characterized at all. data used as viewpoints require far more rigor than the wholesale claims therein. Margin accounts contain options, short or long, shares, short and long... without characterization of actual positions, within the gross margin calculation, your data is worth essentially the mileage a coincident spin can get from it. here is some data bigger squeeze coming? Latest COT report commerical hedgers in sp djia and ndx are holding a net short position of around 55billion. An increase of 12 billion over last week and is a new record. Th previous record was 49 billion net short in november 06,,,,a year before the 07 top/. 100%of short positions are margin...but of course, you know that.

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