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

To: Jacob Snyder who wrote (54610)	11/11/2011 2:02:32 PM
From: cluka	1 Recommendation Read Replies (1) \| Respond to of 95530

Jacob, I saw this quote earlier and thought it was a good fit for our stocks, "Path uncertain, destination ugly" I do agree with you. This is not a sustainable rally over the mid term. The trouble is that you could go through a lot of pain being short for the next few months. To me LRCX and KLIC here are just waiting to be killed. Both are going to have their earnings expectations clipped big time. Anyone expecting bookings to reverse in my view is foolish. If iPhone sales are as week as we are hearing, these new smartphones from Samsung, HTC, LG, BBerry, Nokia and so on will be selling as door-stoppers come January.

To: Jacob Snyder who wrote (54610)	11/12/2011 5:22:30 AM
From: pcyhuang	Respond to of 95530

re: SOX and KLIC >>I remain convinced we are past the cycle peak, for both fundamentals and stock prices. I think just the opposite. We have past the cycle bottom, for both fundamentals and stock prices.

To: Jacob Snyder who wrote (54610)	11/13/2011 12:26:25 PM
From: Return to Sender	3 Recommendations Respond to of 95530

Leavitt Brothers State of the Market Video leavittbrothers.com

To: Jacob Snyder who wrote (54610)	11/23/2011 1:06:18 PM
From: Jacob Snyder	2 Recommendations Read Replies (2) \| Respond to of 95530

AMAT: buy at $10? Since April 2009, $10 has been a support line. The dividend yield is 3.2% at that price. 4% yield is my threshold for adding stocks to my dividend portfolio; that would require a $8 price for AMAT. My main concern about buying AMAT at $10, is that we are still early in the downcycle, and the SOX could easily fall a lot more before the cycle bottoms. Conclusion: I'll wait a bit more, before buying. If AMAT stops going down, while the SOX maintains a downtrend, I'll consider starting to buy. For now, I maintain my opinion that we'll see AMAT at $8 before this downcycle ends.