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

To: Return to Sender who wrote (61001)	8/8/2013 3:39:55 PM
From: Jerome	1 Recommendation Recommended By Return to Sender Read Replies (1) \| Respond to of 95611

Insider Buying........This often is signal to pay attention.... What impressed me was that there were four insiders that made open market purchases around the $5.00 a share price. And these were fairly large purchases By most standards I'm a two bit player. For three years I presided over a diminishing portfolio. And this year I.m on the right track. I only purchased stocks that had the potential to double or triple in the near future. MU, ALU, SUNE , BAC, HPQ and NOK made the cut. I had to unload AMAT, INTC, BRKS, DELL, LSI, MRVL and some other minor players. Now here is the strategy you will probably not read about in any text book. I did put X amount of dollars into SUNE and 1/4 of X into into in the money calls going at least six months out. The idea is to figure out at what point you are paying the least for the time premium. In a down market this strategy is suicidal. MU and SUNE look like the two best bets for the next 18 months. Memory usage is not shrinking...and solar will double or triple in the next five years. I don't think Don wants a bunch of posts about option trading....so if anyone is interested send me a PM to learn what strikes I'm using on SUNE and MU.

To: Return to Sender who wrote (61001)	8/8/2013 3:42:58 PM
From: Donald Wennerstrom	1 Recommendation Recommended By Return to Sender Read Replies (1) \| Respond to of 95611

As shown by your chart, SUNE price bottomed at 1.44 in the middle of 2012. Up until that point, S&P had positioned them with a "star" value of 2 for quite a few months. Then in mid 2012 they raised the ranking to a 3 for about 9 months, and then around Feb of this year, they jumped the rank from a 3 to a 5. It remained at a 5 level(strong buy) until the day before the earnings announcement on Monday when they went back to a 4 level(Buy). Then on Tuesday, earnings were released and we know what happened yesterday. After the earnings announcement, S&P reaffirmed their 4 ranking. During the last many months, other analysts have raised their ratings on SUNE. From the low point of 1.44 in 2012, the stock had risen to a high of 10.47 on 7/30/13 when it started to recede a little. The stock has been bouncing from yesterday's close, presently around +7 percent. SUNE has been trying over several years to "re-invent" itself. Mostly by going into the solar sector. Maybe this process has been going OK overall, but during this period, fundamentals have suffered. The table shows some of the issues. gurufocus.com Everyone can review the numbers themselves, but I highlighted a few that shows deterioration on a per share basis over the past few years. These numbers have to improve to go along with higher stock prices.