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

To: Archie Meeties who wrote (42737)	1/16/2009 8:26:41 AM
From: Pam	Respond to of 95536

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. Now that you have put some meat around the bones, it will give readers a chance to evaluate your thesis and see if these trades are appropriate for their risk/reward profiles. 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. I think that makes good sense. Although, my intention was not to prevent you from posting here but to nudge you to post something that others can benefit from.