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.

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

To: Jacob Snyder who wrote (53885)	9/25/2011 1:00:22 PM
From: Donald Wennerstrom	Read Replies (2) \| Respond to of 95515

I think the chart shows quite clearly a falloff in volume as the years progress. Just by "eyeball" I would say volume held up fairly well up to the end of 2005, but from then on the downward trend has been quite noticeable. Very roughly I would say in the early years volume was about 600M a month and lately in the range of 300M to 400M a month. That is a substantial pullback and makes for difficulty to obtain higher prices.

To: Jacob Snyder who wrote (53885)	9/28/2011 4:59:57 PM
From: Jacob Snyder	3 Recommendations Read Replies (3) \| Respond to of 95515

1Y SOX chart: I'll make a specific prediction: For the next 6 months, shorting semis and equips when SOX is at or above its 50dma, will be consistently profitable. This has been true since the 50dma failed in March, and I expect it to continue being true. Load up (on shorts) if we get up to the 200dma. Wait for 10-20% down-moves to cover. disclosure: Since 9/12, I've added short positions in AAPL, ARMH, DAL, UAL, KLIC, MU, all of which I still hold. I had placed some orders to cover at lower prices, but I've canceled those orders. For now I'm comfortable holding them, and awaiting events.