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

To: FJB who wrote (48653)	7/23/2010 5:46:25 PM
From: Donald Wennerstrom	3 Recommendations Read Replies (1) \| Respond to of 95610

Well, I don't know about what this analyst was saying in November 08 when the semi bottom was formed, but my guess is he had some concerns about the recovery and missed the entire runup until now. At the moment he is equivocating, maybe he is right or maybe he is wrong, but at the moment the semi sector is looking pretty good. The sector will always be cyclical, so investing in this arena will require buying and selling at peaks and valleys. Each individual investor will have to do his best and study this area to look for the right stocks to buy at the right time and sell them at the right time. Two good looks at this type of situation is the tables posted here weekly, one for the Group/SOX and one for LRCX/WFR. The last LRCX/WFR table shows LRCX up 122.7 percent and WFR up 11.5 percent since Nov 08 for LRCX and the new low set for WFR on 7/02/10. Message 26674726 The Group is up 109.9 percent and the SOX is up 95 percent from the bottom in Nov 08. Message 26674774