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

To: Gottfried who wrote (45812)	11/10/2009 12:13:36 PM
From: robert b furman	Read Replies (2) \| Respond to of 95546

Hi G, You are a man of action. This little dip looks like it is firming up. I guess we should expect one day great and one day terrible since this is the week before options expiry. That being said the market (semi's) really look to be putting in a bottom here (or else the bottom is about to fall out - but that happens after tops and new highs). Semi's have been out of favor for about 10 days and I think there is quiet accumulation happening. Just look at how the big cap semis are putting in a rounding bottom (intel has been one of a few green today so far). This looks like a good dip to be adding to. I added to some Cohu at 10.91 and 10.96 both below book value. I love buying a stock and being happy with the price regardless of tomorrows price action. That's what I call investing vs speculating. Just my own form of VOODOO> May not be for others. Bob