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

To: Pam who wrote (42735)	1/16/2009 12:01:36 AM
From: Archie Meeties	2 Recommendations Read Replies (2) \| Respond to of 95531

Pam, most of these are companies trading under cash or book with very poor forward clarity. All that is needed for them to perform very well over the next 3 months is just a faint lifting of the future economic situation. The massive global easing we are seeing will have an effect in 2-3q. The market will discount that and the places that are poised for the greatest gains are distressed survivors. I also expect the usdollar to resume weakness once the ECB is mostly done cutting rates, and this favors the exporters, such as the semiconductors. I'll post my real time trades in the real time trading board, I can't do the big picture comments in the 15mins I use to glance at the market and make decisions. In fact, I find that overthinking and verbal type of processing inhibits good decisions in the market. Enjoy your posts, have you peoplemarked. Take care.