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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (40685)	10/8/2008 1:43:14 PM
From: The Ox	Respond to of 95615

Hi G, I think we still have a seller's market. Seems to me few buyers are in yet. I see a lot of small, micro caps cut below any reasonable valuation, yet no buyers are there. No one wants to be in this market early, so everyone is waiting for the rebound to be clear before jumping in. This leaves only the sellers, who are getting out at any cost. Be patient... jmo TO

To: Gottfried who wrote (40685)	10/8/2008 1:44:23 PM
From: The Ox	Read Replies (3) \| Respond to of 95615

One example, ACLS They turned down a $6 offer as too cheap. Today they traded under a buck!!! Yes, they probably aren't worth $6/share in this environment but under a $1?? Still, no one is buying the stock! If you feel like buying, I'd add AMAT, INTC or one of the bigger players at some point. I think we'll have to see the largest caps moving first and then, eventually, the rest of the market will come with them. Way, way too early to call this the bottom, imo. It could be but there absolutely no way we can say that yet. My bet is that we get more of a flush but that's totally a guess. Be careful out there!! jmo TO