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

To: Kirk © who wrote (56678)	6/25/2012 11:15:53 AM
From: Return to Sender	1 Recommendation Read Replies (1) \| Respond to of 95368

I'm still sticking with the 50% in on the long side once we get a huge spike in the VIX and more bears than bulls in the Investors Intelligence Poll. I honestly think that the stock market could get a lot worse than most of us might imagine but I won't discount the future potential either. Regardless of how high interest rates go in the future, or how low the P/E falls on the S&P 500, the market will eventually trade much higher in my opinion. Investors still find AMZN to be a sexier investment than INTC. That's one of the things that makes many people look at the stock market as a form of gambling. INTC did hit a new recovery high this cycle not all that long ago though and AMD sure did not. RtS