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To: The Ox who wrote (1114)	9/19/2012 10:27:11 AM
From: robert b furman	Read Replies (1) \| Respond to of 8239

Hi Ox, I'll add one more to your list - SMH screencast.com Bob Can't help but think electronics have been laggards and now that the new smarphones are out - we'll see a much busier supply channel and over all sector viewpoint. i phone orders 2 million in one day - that a lot of chips!!

To: The Ox who wrote (1114)	9/26/2012 3:03:24 AM
From: The Ox	Read Replies (3) \| Respond to of 8239

Reversal Watch List Couple more stocks go on reversal watch: *MRVL* finviz.com MRVL dividend now up to 2.4% with the stock price drop. P/S 1.6, looking attractive. Will wait for the trend to reverse but this one will probably get a play from me at some point....short position rising fast last report. *OCZ* finviz.com Heavily shorted. May be a great time to buy in early Oct (or sooner if it starts to turn up). OCZ ousted CEO and CFO on a botched buyout, or at least that's what's in the rumor mill. Seems to me that they would be well worth the purchase if the buyer was STX, WDC or someone like that. At $3.50, the price to sales is only .66 for a company growing top line sales over 40% a year. I know the margins aren't there for OCZ but I would strongly bet they would be for a Seagate's or Western Digital's buying power. I would think a P/S of 3 or 4 would be worth it, but that would be $15/share at the low end....that price sure would fry the 40% short position (unless they were using the last few days to cover and go long). I would strongly caution that I'm just speculating and that when senior mgmt leaves, there's probably bigger problems afoot. Certainly that's why the shorts are all over this one like white on rice!! ACLS may have made the turn up, similar to MTSN the other day. A break above $1.25 would be initial confirmation but this sector is out of favor and ACLS may get caught in the downdraft. Not to mention that at today's high, it's now up 50% off the recent bottom a month or so ago. CYBE pounding out a bottom, from the look of the chart...too early to call I would say. CYTK holding the uptrend thus far. BLDP still falling hard, as FCEL looks like it may be heading further south, too. OIIM consolidating it's initial move off the lows. No indication which direction it wants to go next. SATC still flat lining.