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

To: Jacob Snyder who wrote (52957)	7/27/2011 8:54:01 PM
From: Ian@SI	1 Recommendation Respond to of 95383

That's a very tough decision. Arguing for keeping the short: Congress's penchant for utter stupidity. LRCX's outlook. General tech malaise. Arguing for covering: KLIC's recent quarterly earnings performance. Continued conversion from Au to Cu driving bonder demand. KLIC's 200 dma. I suspect that within the next year, being short will turn out to be very right as the market agrees the cycle is over. Whether or not it is in fact. Happy to be of no help. :)

To: Jacob Snyder who wrote (52957)	7/27/2011 8:54:09 PM
From: Gottfried	1 Recommendation Respond to of 95383

Jacob, clear it all and enjoy your vacation. We'll keep an eye on KLIC for you :)

To: Jacob Snyder who wrote (52957)	7/28/2011 1:39:15 AM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95383

Jacob, In the present environment with the debt situation being a daily issue, it is really hard to tell what is going to happen. I can only look at the KLIC chart and say that it has been trending downward the past days and a few weeks. If the market keeps going down KLIC will probably do the same, but who knows what will happen if the debt situation is "solved" whatever "solved " may mean. Have a good vacation and do whatever takes the stress off so you can enjoy your outing. Don