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.

Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?

To: GROUND ZERO™ who wrote (92938)	7/20/2011 10:17:39 AM
From: robert b furman	Read Replies (1) \| Respond to of 94695

Hi GZ, I've been busy doing other things up here at Mom's in Wisconsin - so my reads are not real focussed. Sox has been in a 5-6 month bullish wedge. Business has been good,but Book to Bill has been off for 6 months now. Rick Hill (Nvls ceo) is a straight shooter and thinks we're in a decision delay interruption - might take a month or a quarter (he said during this Q webcast). Intel will tell us how the enterprise is growing Orcl shows it is strong. Sox needs to break out of this wedge and as a late cycle mover - it is taking its time. More than likely a good risk down at the lower line: screencast.com Bob