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To: robert b furman who wrote (1039)7/13/2012 12:12:34 PM
From: The Ox  Read Replies (1) | Respond to of 8239
 
I agree. The number of semi and tech stocks with solid balance sheets and low price to sales ratios AND still profitable during a down turn is pretty remarkable. I understand investor caution given the macro environment. The good news for the patient is that we will see some tremendous bounces when the wheels start to hit the road. Waiting in the garage isn't much fun but... just wait until the rains finally stop!!