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

To: Donald Wennerstrom who wrote (58149)	11/15/2012 11:23:24 AM
From: The Ox	1 Recommendation Read Replies (1) \| Respond to of 95889

That must be why INTC is down 30% from their YTD highs... >>>> As INTC executes its Phi roadmap and ramps up performance, we anticipate competitive (revs) and pricing (GM) headwinds for NVDA in the coming years. Notably, every 5% decline in PSB revs equates to -5c of EPS. Admittedly, we’re early in identifying this trend but think the question is not IF but WHEN they gain traction. As a side note, it appears AMD has fallen to a very distant 3rd – less relevant in this area than ever. More on AMD CPU later

To: Donald Wennerstrom who wrote (58149)	11/15/2012 3:21:09 PM
From: Return to Sender	2 Recommendations Respond to of 95889

Identifying a good market bottom is not easy but looking for a huge spike in the VIX and more bears than bulls in the Investors Intelligence Poll is a great place to start: The last excellent trading bottom was in October 2011. We had more Bears than Bulls in the Investment Intelligence Poll: Message 27674747 schaeffersresearch.com The VIX was actually hitting lower highs at the actual bottom: Uncertainty about the fiscal cliff will likely yield another one of these rare occasions in my opinion. RtS