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

To: Jacob Snyder who wrote (56727)	6/28/2012 1:21:33 PM
From: Return to Sender	2 Recommendations Read Replies (1) \| Respond to of 95383

Ouch! I'm hurt. Not really. I don't have a crystal ball. Whatever dip we see this summer could very well lead to even higher highs. While every cycle has similarities they also are unique so who knows for sure where we are in the cycle. Maybe we have already had that significant dip and should be buying today? If so perhaps we should be buying something other than semiconductor related stocks though? Not yet enough of a haircut for me. I don't think it's time yet to buy but I am wrong a lot. Still waiting for a huge spike in the VIX and more bears than bulls in the Investors Intelligence Poll. Then I'll buy no matter how bad the talking heads say things are going to get. RtS