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Technology Stocks : Rubicon Technology, Inc. -- Ignore unavailable to you. Want to Upgrade?

To: Mr. Sunshine who wrote (3)	2/27/2012 1:52:37 PM
From: Sri.1729	Respond to of 7

Not sure why my reply doesn't get submitted. Well, disregard this if you already got a reply. In my opinion, the management has been conservative in their earnings estimates. Considering the way the market reacted, and understandably so, I feel that the first quarter loss has been priced in now. Yes. It is volatile and pain is evident in the near term, I bought some today at $9.50. The stock is already down 20 cents. Having come up with a liquidation value of $7.42 post earnings (was $7.72 before), I thought I might actually take the plunge. And yes. No comparison to dividend payers by any chance. There is not half that safety. But as you rightly said, the whole industry has taken a beating, and a bounce back might have a good effect on RBCN. Do let me know what you think of it whenever you find time. Tc. Sri