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To: Return to Sender who wrote (811)	4/11/2012 11:49:31 AM
From: The Ox	Read Replies (1) \| Respond to of 8288

As I suspected, we got the short term reversal. Now the question is will we retest yesterday's low in the next day or 2 or will we melt higher? My prediction is the slow melt up. For those who like to catch falling knives, AMRS looks very attractive here in the 3.60s....fwiw.

To: Return to Sender who wrote (811)	5/1/2012 5:58:41 AM
From: The Ox	2 Recommendations Read Replies (2) \| Respond to of 8288

RtS, I have a spreadsheet of data that follows 30 semi stocks that mostly are categorized as equipment stocks by Google and Yahoo. Included are all of "Don's Group". Some of the stocks probably shouldn't be classified strictly as semi equipment companies...anyway..... I'm sorry to tell you this (and as you are probably already aware), KLIC is the strongest of the bunch, followed by CYBE, AIXG, UTEK and CVV. The strongest stocks have a column in the sheet that shows "****" if they are really strong and only KLIC is designated as such at the moment. Over the past 3 months, KLIC, CVV and UTEK have closed up 57% of the trading days but over the past 5 days, KLIC, CYBE AIXG and CVV have only closed lower once. Other interesting data: Over the past 5 days, working their way up the list (becoming stronger) are LTXC, ESIO, ASMI and ENTG (but all 4 are down over 4% during the past 20 trading days). Weakest of the bunch have been WFR, NANO, and ATMI. 26 of the 30 stocks have closed down only twice in the past 5 days. The 4 exceptions are ATMI, KLAC, NANO and WFR. Over the past 20 days, AXTI (down 19.8%), ASYS and NANO (down 16.2%), MTSN (down 15.5%) are the stocks down double digit % points. COHR and ATMI are down (9.8%). KLIC is up 5.4% over the past 20 trading days, joining VECO and UTEK as the 3 companies that have gained over 5% during this period. Up over 2% are CYBE, CVV, CYMI and FSII.