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Strategies & Market Trends : Effective Collaboration - Team Research for Better Returns:

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To: The Ox who wrote (2107)	5/22/2013 11:22:36 AM
From: richardred	2 Recommendations Read Replies (1) of 8251

The chart is starting to look very good. I just though the group looked undervalued relative to forward earnings that have good potential to materialize. From what I've generally seen through several quarterly CC of the semi's and equipment suppliers. Although current orders seem flat and future orders are not on the books yet. Order inquiry is on the rise. That's encouraging IMO. Don's thread is good to get the running book to bill ratio. BRKS even received a order for its Life science group a couple of days ago. I don't own it, but Cree seem to be on a tear of late. Just kind of watching it as an indicator for LED demand. FWIW- I'm weighted in BRKS Message 28908110

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