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

To: brokenst0nes who wrote (53089)	8/6/2011 7:26:44 PM
From: Return to Sender	Read Replies (1) \| Respond to of 95652

WFR's been a real stinker for sure. I would argue that stocks that clearly outperform in one cycle are less likely to outperform in the next one. That's why I stayed away from WFR during this last cycle. When I originally invested in it back in 1999 I did not understand many stocks in this industry merely supply a commodity. That such stocks may have no competitive advantage. That all stocks should be treated as a methodology for making money instead of a lifelong commitment. WFR is just such a commodity stock. It pays no dividend. Should not be held for anyone except as a short term trading vehicle. Still when demand is huge even a commodity stock like WFR can run beyond belief. I sold well before it ran to the moon for a minimal gain. I am a proponent of investing in smaller float, high beta stocks at, or near, cycle lows. Basically I would suggest buying a whole group of such stocks in the hope that most of them will make an investor more money than they might ever have thought possible. WFR might be a reasonable risk at the next cyclical low. It may even be a good long now. It's just that even with its high beta I have a lot of stocks in this sector that I would rather own if prices come down enough. RtS