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

To: Donald Wennerstrom who wrote (56770)	7/2/2012 6:33:20 PM
From: The Ox	Respond to of 95450

Don, we often run into earnings then sell hard on the news. I would expect this to happen again during July. If we don't get the hard sell after earnings, this could be the market's anticipation of the new PC cycle that will start in the fall/winter of this year. The new Windows release coming soon has caused many to stall their upgrade cycles. Few want to be the alpha sites but most will be anxious to get in the queue quickly. PCs don't get a lot of positive press these days but I think the next upgrade cycle will be extremely beneficial to many of the companies followed on this thread!