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

To: Jacob Snyder who wrote (54063)	10/4/2011 3:04:20 PM
From: Return to Sender	1 Recommendation Read Replies (2) \| Respond to of 95530

How much of your available cash are you going to put into a dividend portfolio of tech stocks? By picking large cap stocks with lower betas you are decreasing your risk of losing money if the market continues lower after you get into these stocks. That's good but what's bad is that you are decreasing your potential to profit from investing in a higher beta stock. In other words would I rather have AIXG at the next bottom when it could potentially rise 3 to 10 times while paying a much larger dividend. It's already over 4% although I admit there is no guarantee that this or any dividend with remain payable. On the other hand INTC will be safer. Any of the stocks you mentioned will be safer but you won't get that kind of return unless we return to the excesses of 1999-2000: RtS

To: Jacob Snyder who wrote (54063)	11/11/2011 12:18:35 PM
From: Jacob Snyder	2 Recommendations Read Replies (4) \| Respond to of 95530

Now at resistance levels: SPX at 200dma SOX: after falling below its 200dma in June, retesting it from below, failing, and going much lower, SOX has now set a lower high at 398. The area just below the 200dma looks like a resistance level. KLIC up over 50% from its October lows, and up over 10% today. vix at 30 (lower end of range since early August) KLIC's report today: For the quarter ended Oct. 1, Kulicke & Soffa reported a (GAAP) profit of $1.9 million, or 3 cents a share, down from $56.1 million, or 78 cents a share, a year earlier. The latest quarter included $16 million in higher tax costs, a loss of $2.6 million related to currency changes and $2.5 million in write-downs. Excluding those items, earnings were 31 cents a share, above analysts' estimates of 27 cents.Revenue fell 30% to $180.4 million, but beat the company's downbeat August forecast of $155 million to $175 million. marketwatch.com Looking forward to the first quarter of full year 2012, the company expects revenues in a range of $100 million to $120 million, which is below the current Street view of $159.3 million. rttnews.com I remain convinced we are past the cycle peak, for both fundamentals and stock prices. KLIC's report does nothing to change that opinion. disclosure: shorted more KLIC at $10.55 today; still holding my MU short. I have become too busy to look at my stocks more than once a week or so. I'll probably cover my KLIC and MU shorts when SOX hits 330.