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

To: robert b furman who wrote (51975)	4/30/2011 7:28:34 PM
From: 2MAR$	2 Recommendations Respond to of 95574

Yah InTel really surprised with this amazing move ... right before their earnings did see a double bottom basing @ 19.50 right as the SMH had did a little stagger step channel & pausing at lower double bottom congestion area $33.50 . (my plan was to buy the dip on INTC from there , what a difference one report makes <g) INTC so surprised even as Box makers had really suffered but tried to remember also the incredible surge in popular mobile devices was picking up slack globally. Just amazing now looking back only 10yrs the amounts of bandwidth currently needed to maintain all these useages in Cable/wireless (and satelite). That was a pretty good surprise just this thurs out of NTGR for example , had a feeling they would do well . (of course missing the move did short NTGR am "overbought" pop to $44 and did wrangle a little over a point & a few K from it !;O) ) So now we have the so-so news out of the Equipment makers into what should be an upturn in the semi's annual cycle ? Chinese New Yrs normally the slow period going into the anticiapation move in the sector fro June/July peaking in October ? Of course now the worry bases around inflation/dollar slide & impact upon the both the US/Euro consumer ...and what of enterprise spending cyle , they are flush with cash ! SMH So the question is are they ready to do commit more into this rotation , though no question they have already with InTel , suppose your right they will , though not sure i'd give it the full 5% upside to $38.25 . SOX Still has upside to 474 area while hav to think INTC is nearing the end of this move now or a pause , so others would have to pick up the slack ? Notice many of the Big Dow stocks (after eps) , Big Oils/OIH (last week/eps), Rails/tran (most last week=eps) , are pausing at highs here so what do they do next ? Not much interest in the finacials so maybe they go out & buy some new SOX ?? ;o)