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


To: Jacob Snyder who wrote (47540)4/24/2010 10:26:43 PM
From: Return to Sender1 Recommendation  Read Replies (2) | Respond to of 95420
 
Jacob, it's very rare that the leading stocks of the last bull market, much less industries from the last bull run, lead again after a recession.

Wherever money flows in excess far too many players chase the same opportunity. Bubbles always burst.

A lot of money was made by solar related companies as oil ran to $150 a barrel. Everyone wanted to invest. Big money was made by the companies and investors who sold stock into the run higher.

Now oil is still expensive, if you ask me, but whatever barriers to competition may have been in place for one solar related company to another there is simple too much capacity and too little demand for stock prices to most likely ever reach previous peaks.

There are some warning signs against shorting FSLR as you are planning but by in large I see it as a pretty decent plan.



RtS