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

To: Sam who wrote (53714)	9/13/2011 9:48:59 PM
From: brokenst0nes	Respond to of 95530

Early revenue estimates are for ~$500M in 2012, ~$600M in 2013, gross margins ~70%. Still they must be expecting more than that longer term to justify the hefty price.

To: Sam who wrote (53714)	9/14/2011 11:22:28 AM
From: Return to Sender	3 Recommendations Read Replies (2) \| Respond to of 95530

More Bears than Bulls! Investors Intelligence Poll Date Published Percent Bullish Percent Bearish 09/14 35.5 40.9 09/07 38.7 37.6 schaeffersresearch.com Bearishness has surpassed bullishness. For more reference, bearishness hit a 5 year high at 54.4% the last week of October 2008. The move over 50 took bearish sentiment to its highest level since 1995. Extreme negative sentiment. Prior levels for comparison: Bearishness peaked at 37.4% in September 2007. It topped the June 2006 peak (36%) on that run. That June peak eclipsed the March 2006 high (33%) and well above the 2005 highs that spawned new rallies (30% in May 2005, 29.2% in October 2005). That was a huge turn, unlike any seen in recent history. RtS