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

To: Jacob Snyder who wrote (51280)	3/2/2011 3:54:04 PM
From: Kirk ©	1 Recommendation Read Replies (1) \| Respond to of 95378

Not sure it has the GMs you want, but I've made a ton of cash trading UTEK since buying it for my newsletter in 1998 at $15 and trading it there and with my personal accounts. Sometimes it is best to not buy the best companies since they get knocked down harder then have further to recover. Key for me is buy under $15 and make sure to add under $10 then be on "house money" when it is in the $20s.... since you never know when it will fail to deliver again... something it has done with regularity compared to LRCX. Believe it or not... I drew that resistance line a LONG time ago. Needless to say, I'm now well into house money and will sell more house shares if it busts above that line. Cary used to blast me over it but note how UTEK is up ABOVE its March 2000 high while AMAT is still a ton down from its March 2000 peak...

To: Jacob Snyder who wrote (51280)	3/2/2011 9:25:03 PM
From: rsie	Read Replies (1) \| Respond to of 95378

Jacob, i have not purchased semi's since 2000. I think that we still have some room to run here. this reminds me so much of 2000. could you tell me -or anyone else -give me 4 stocks that you would suggest buying here and keeping till the market tops out? regards, rsei

To: Jacob Snyder who wrote (51280)	3/2/2011 11:00:37 PM
From: Woody_Nickels	Read Replies (1) \| Respond to of 95378

Jacob, I had good luck with SNDK and CIEN this cycle. Both tripled for me, but if bought and sold better would have been 6-10 baggers. iirc, TER bottomed at $3 and is now $18. ATML is one I wish I had taken a flyer on at 68 cents/sh. Now $14. Bought a large patent portfolio via acquisitions during the dotcom bubble. SNDK looks to offer 3D flash for the next cycle. CIEN benefits from increased bandwidth demands. Bought NTs Metro Ethernet division in '08-'09. Woody