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


To: Sam who wrote (48140)6/8/2010 10:03:28 PM
From: MrGreenJeans  Respond to of 95541
 
Rick Whittington, Forbes and Other Thoughts

forbes.com

I am overweight, an understatement, in Amat, Intc and Usd.

I think the financials are oversold. I own Fas for trading purposes.

The Fed Model indicates stocks are 60% undervalued (3.17 percent ten year yield, $84.10 s and p earnings.)

I am taking a beating but I am a believer.

Owner of a thick skin and nerves of steel.

MGJ



To: Sam who wrote (48140)6/8/2010 11:35:16 PM
From: robert b furman  Read Replies (1) | Respond to of 95541
 
Hi G,

I wonder how much SSD has to do with declines in future demand?

Bob