eugene: I don't understand what you're saying.
I know Kurlak doesn't follow equips. I was referring to INTC, which is currently my largest stock, as I've previously posted. Do you mean sell INTC? Yes, I intend to, when he nudges the stock up to 75, the point at which the most options expire worthless this friday. I got in at 69 two weeks ago.
Do you mean sell semi-equips? I don't own any, and they're too low to short any more.
I can't wait until japan has a positive quarter, I'll be retired by then. Seriosly, they are in a bad way, and will probably hurt the rest of east asia for a year or two, but the rest of the (developed) world should do OK. Nothing is wrong with N. America or Europe(that's a relative term, I mean nothing on a Japan-like scale). There will be new Tigers in Latin America or East Europe, and life will go on.
re: "This b to bill is an aberration". Quite possibly. That's why I'll wait till I see a pattern, and am sure it's not noise in the signal, a temporary uptick only.
Actually, I think the bottom will be sometime this year, for the stock price and BTB, and I'm hoping to be back into semi-equips (with a lot of margin and out-of-the-money LEAPs) by year-end.
I was under the impression that you were holding AMAT now, and intended to continue holding and buy on dips. Is that wrong? You sure sound pessimistic. When did this happen?
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