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

To: Jacob Snyder who wrote (42698)	1/14/2009 10:06:34 PM
From: Sam	Read Replies (1) \| Respond to of 95487

Jacob, any reason you are using FAN rather than TAN? Just curious. I'm not in either one, but have been trading a few solar stocks, STP and LDK in particular. Out of STP right now, still have a little LDK from 15.

To: Jacob Snyder who wrote (42698)	1/16/2009 7:46:15 PM
From: Jacob Snyder	1 Recommendation Read Replies (1) \| Respond to of 95487

SOX channel: Bounced at about 200, 3 times now: yesterday, late December, and October. Soft floor forming. I'll start selling, when/if we hit new ST highs (above 236). Intel's Net Plunges as Demand Dries Up online.wsj.com Sony Ericsson Swings to Loss Amid Weaker Sales online.wsj.com Retailer Circuit City to Liquidate: Consumer-Electronics Pioneer Closing; 34,000 Workers Will Lose Jobs online.wsj.com (First, inventories will stop increasing, for the semi-equip customers. Then, in this order: margins trough, AMAT buys a niche semi-equip, lay-offs crest, a major player exits the memory business, sales trough and begin rising, SOX doubles off its lows, profits trough, visibility returns, SOX a triple, analysts upgrade, Gartner forecasts increase in semi-equip orders) Consumer prices rose just 0.1% compared to December 2007, the lowest calendar-year increase since 1954 online.wsj.com (negative YOY numbers begin next month...) Retail and food-services sales fell in December for the sixth month in a row, sliding a seasonally adjusted 2.7% from November to $343.2 billion, the Commerce Department said Wednesday. Sales were down nearly 10% from December 2007, the biggest yearly drop since records began in 1968. online.wsj.com (so far, the worst month-on-month decline in retail sales was October 2008, at -3.4%) disclosure: doubled up on KLIC at 1.52 today. Set (over-optimistic?) limit order to sell all at 2.99.