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To: Return to Sender who wrote (1186)	10/19/2012 12:31:22 AM
From: The Ox	Respond to of 8239

I still think that most PC related stocks will be showing serious improvements in demand within the next 2 to 3 quarters and very possibly by the end of the first quarter next year. We are in the calm before the storm, IMO. The question I have is just how low will these stocks fall before this is realized?

To: Return to Sender who wrote (1186)	10/19/2012 10:59:05 AM
From: The Ox	Read Replies (1) \| Respond to of 8239

The last 3 years running, this sector gets pummeled this time of year. Once it turns back up, there will be a nice run. My only question is when will the tide turn? I think as soon as windows 8 is released, at the end of this month, people will start looking at them again. How low will they go before the turn is anyone's guess.

To: Return to Sender who wrote (1186)	10/22/2012 12:16:43 PM
From: The Ox	Read Replies (5) \| Respond to of 8239

Watching MRVL to see if it plays out like XRTX. After it tanked, it slipped for another 4 days then started to reverse. On the 6th day, it fell but failed to make another new low. Would have been the day to take a chance with a stop placed at either new lows or slightly below the low of that same day depending on your risk tolerance. That would have been a great plan. Now up roughly 10% since that day. EDIT - Note that MRVL's miss appears substantially larger than XRTX's. Both one year charts are nearly mirror images of each other....