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

To: Donald Wennerstrom who wrote (56337)	5/17/2012 1:42:38 PM
From: Return to Sender	2 Recommendations Respond to of 95702

The dead cat bounce was eaten by the dogs of the dow. <VBG> Don, it's fairly obvious now that the market has hit an intermediate top at least. WFR is now trading nicely below book value and no doubt will offer a great buying opportunity to those smart enough to buy at the lows. But the market is now in retreat mode. Selling that has not yet been rewarded with a huge spike in the VIX, nor more bears than bulls in the the Investors Intelligence Poll. We could get a playable bounce any time now but a better buying opportunity will become present after the VIX really flies higher and meaningful sentiment goes negative. 90% of all stocks fall in a bear market. If that happens WFR may not even be the best buy in the group. JMHO, RtS

To: Donald Wennerstrom who wrote (56337)	5/17/2012 2:06:55 PM
From: The Ox	Read Replies (2) \| Respond to of 95702

One the oldest adages of Wall Street, buy a company when the stock price is below their cash on hand. According to the last website I looked at WFR has $1.62/share in cash. Stock price hit $1.64 today. "No Brainer" if you can stomach this market, imo. JMO TO

To: Donald Wennerstrom who wrote (56337)	5/17/2012 3:04:49 PM
From: Jerome	Respond to of 95702

Solar Stocks bumping upwards today, with FSLR up more than 6%. blogs.barrons.com This bodes well for AMAT's solar business