Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Sam who wrote (68743)	6/4/2015 12:11:18 PM
From: Return to Sender	5 Recommendations Recommended By Donald Wennerstrom FJB Gottfried Sam The Ox Read Replies (1) \| Respond to of 95587

Well you know I was convinced that ECRI were going to be right. I could say that the recession call kept me from buying heavily at the 2011 bottom. Buying then would have been brilliant. That's the last time there were more bears than bulls in the Investors Intelligence Poll. Today it is 51.5% Bulls and 15.8% Bears. That should have prompted me to buy in 2011: yardeni.com Many here did buy that bottom. I did not. I could blame ECRI. They did scare me. But the truth is that I blew that opportunity all on my own. Each one of us is responsible for their own investment decisions. We might base them more upon certain types of information than others but ultimately whatever mistakes or triumphs that might follow it's all up to the individual make the trade. It's great that we share so much information here. Some of it has saved me money. Like you talking me out of shorting MU Sam. It's good to see ECRI finally humbled enough to admit they made a mistake. We all do. RtS

To: Sam who wrote (68743)	6/4/2015 6:48:55 PM
From: Donald Wennerstrom	1 Recommendation Recommended By Return to Sender Read Replies (1) \| Respond to of 95587

Thanks Sam for posting the ECRI "pointer" to the article explaining their position as to why the expected recession did not occur as they predicted. We did talk a lot on this thread about the prediction , and I think for most of us, it did raise a lot of concerns. I know for me, it did make me very cautious because I did think the Fed was "driving the train", and I was concerned about when they would "pull the plug" so to speak. I did not stay out of the market totally, but in hindsight(always great to have) I should have been more "aggressive". It will be interesting to see where ECRI goes from here. Now that they have said their thinking has to take in the new environment of long term reductions in GDP growth as well as other factors, when will they make their new prediction of a recession? It is only a matter of time before we have one. We might not be able to predict when it will happen, but we know it will happen, probably sooner than later.

To: Sam who wrote (68743)	6/5/2015 11:09:41 AM
From: Donald Wennerstrom	Respond to of 95587

SNDK is easily at the top of the SOXM list today, presently up over 2 percent. Merger rumors are probably the reason. Here is one article on the situation. 4 COMPANIES THAT COULD BUY SANDISK In a report published Friday, CLSA analyst Mark Heller said that there has been a great deal of speculation around SanDisk Corporation (NASDAQ: SNDK) being an acquisition target. "Despite recent execution issues, we continue to think that the company has excellent technology," Heller said. While nothing appears to be pending, the potential acquirers could include Micron Technology, Inc. (NASDAQ: MU), SK Hynix, Seagate Technology PLC (NASDAQ: STX) and Western Digital Corp (NASDAQ: WDC). "For an HDD acquirer, the accretion may not be inspiring but multiple expansion would likely occur as a result of an improved growth profile. Among Micron and Hynix, a Hynix deal appears more accretive, but it's unclear if Hynix is willing to do a large M&A deal and raise debt," Heller added.