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

To: Jerome who wrote (58664)	1/2/2013 10:47:13 PM
From: Woody_Nickels	Read Replies (2) \| Respond to of 95587

The Semi cycle is due to turn up in 2013/2014. Anyone should be able to 2X/3X any reasonably solvent semi co. I've got small positions in CY and ATML, for their touch screen exposure. TJ Rodgers always seems to make money, in every cycle. Plus CY has a dividend, now. I'm not jumping in with both feet due to macro economic problems, mostly D.C. spendthrifts/clowns. Woody

To: Jerome who wrote (58664)	1/3/2013 2:00:06 PM
From: Jacob Snyder	1 Recommendation Read Replies (1) \| Respond to of 95587

< look at any chart with any parameters and KLIC is in a breakout pattern> On a short-term (since the 2008 lows) chart, yes. But long-term patterns trump short-term patterns. I'm looking at the 10-year chart. KLIC has, for almost all that time, been in a $5-12 horizontal channel. No move above $12 has ever been sustained for more than a few months. Every move over $12 has been followed by at least a 40% downturn. Of course, choose the correct time frame, and it is possible to make money with KLIC either long or short. I could be wrong for a few weeks, maybe a few more months. But then I'll be right. disclosure: long AMAT (bought only at $10), short KLIC.