Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Sam who wrote (49080)	8/22/2010 6:19:58 PM
From: Gottfried	Read Replies (3) \| Respond to of 95616

Sam, so what keeps us holding these stocks? I think it's fear they will surge after we sell. I'm working on that fear.

To: Sam who wrote (49080)	8/23/2010 10:53:18 AM
From: Kirk ©	Respond to of 95616

"In this market environment, the bears will complain that lead times are too long, therefore you should sell the stocks. Or that lead times are shortening, therefore you should sell the stocks." That is why we call them bears! -grin- Sort of like politics these days... it is either all Bush's fault or the president is a Muslim working for foreign agents. Looking for the middle ground works in both politics and investing. Right now, the bears have the microphone for our semi stocks. Hard as it seems, it is probably an opportunity. But if you look at Gottfried's charts, it doesn't look like the safest time to be a buyer either since the fundamentals are good. Buying now is more like being a buyer in 1994/1995 than in Oct 2002 or late 2008 when the semi fundamentals stunk and we got many shares a fraction of today's price.