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: rsie who wrote (51309)	3/3/2011 3:06:05 PM
From: Return to Sender	3 Recommendations Read Replies (2) \| Respond to of 95383

I remember 2000 like it was yesterday. You must have bought those stocks before 2000 to have made any money. Semiconductors spent more than 10 years stuck below a downtrend line in a bear market. I agree with Jacob in that 550 should be strong resistance that will be very difficult to overcome for the SOX: I think that the FED has been incredibly accommodating to this market. Eventually Retail investors will come back in leading to new highs in volume on the major indexes as new highs are made for this bull run: Eventually though I believe we head back down. Yes many semiconductor companies are sitting on a ton of cash but large cap stocks like INTC, CSCO, MSFT and even AMAT have attracted little excitement from investors this cycle. You cannot just buy any stock now, even with funny money, and make money. In 1999 almost every stock in the market was flying to new highs based on anything but fundamentals. Everyone was a stock guru. They were interviewing taxi cab drivers who were making fortunes speculating. This is not 2000. Thank God since 2000 sucked unless you were short. It is not 1999 either. Despite the rapid rise this cycle it has been a very selective rally in comparison. The next bottom will offer the kind of investment opportunities not seen since the 80's or 90's but that mean the S&P 500 will have to fall to a traditionally low P/E level which as you can see we are no where near right now at a P/E of 21! Be nimble if you are investing. RtS