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To: richardred who wrote (4922)	5/16/2016 1:46:55 PM
From: The Ox	Read Replies (1) \| Respond to of 8239

Great call. Looking at CREE, they appear to be hurting like a lot of US industries at the moment. The demand side of the equation keeps getting pushed out. Many of the stocks recently added to the watch list are also waiting for corporate spending to improve, ZBRA being another prime example. The many year cycle of belt tighten is likely nearing its waning stages. This is not to say we're about to get overspending but simply slow improvements in demand over the next few years....at least that's how I see it at this moment in time. Similar to infrastructure spending, you can only put it off for so long before it becomes are requirement. Many businesses have (necessarily) put off spending as much as possible. I think we'll see more "glimmers" of hope over the next 6 months.