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

To: Jacob Snyder who wrote (53443)8/26/2011 10:25:58 PM
From: pcyhuang  Read Replies (1) | Respond to of 95531
 
Jacob:

Thanks for your thoughtful reply. Among the 3 stocks you mentioned, I would prefer MU and KLIC.



To: Jacob Snyder who wrote (53443)8/26/2011 10:52:31 PM
From: pcyhuang  Read Replies (2) | Respond to of 95531
 
Jacob:

You wrote: "About the only event capable of changing that, would be QE3 (I'll cover any shorts, and go long KLIC, MU, NFLX the day that's announced"

When and if QE3 is announced, the stocks you mentioned may have already been up 20-50% or more. As a contrarian, I think the time to start accumulating is now, buying MU and KLIC on a step-down basis.


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