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

To: rsie who wrote (51406)3/10/2011 11:36:31 AM
From: Gottfried  Read Replies (1) | Respond to of 95561
 
I own AMAT,INTC, MSFT stock and long SNDK options



To: rsie who wrote (51406)3/10/2011 2:02:00 PM
From: Return to Sender  Read Replies (2) | Respond to of 95561
 
Own some AMAT, DSPG, LTXC, MRVL, MTSN, PLAB, RTEC, VPG, VSH among other things. All on the long side. Some up and some down.

I took some nice profits last year and on KLIC earlier this year.

That said I have only about 25% of my available funds invested at this time.

How about you?

RtS



To: rsie who wrote (51406)3/10/2011 2:28:20 PM
From: Sam  Respond to of 95561
 
SNDK is the only B&H position I have. But have traded a portion of it over the last 2 years (stupidly so at times). Have traded and will trade again KLIC, LRCX, MRVL, VECO, TER, CREE, MU, INTC probably a couple of others that I am forgetting offhand over the past couple of years.


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