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

To: Return to Sender who wrote (85926)	11/17/2020 9:46:49 AM
From: The Ox	3 Recommendations Recommended By ItsAllCyclical robert b furman Sam Read Replies (2) \| Respond to of 95420

I think we're in for a bit of a pull back in the SOX soon, if not starting today. While the numbers reported continue to be very solid, if not bordering on great, the run up into these earnings releases has made them look expensive to this observer. I doubt we're looking at much of a drop but I can't help but wonder just how much higher can they go at this time? 5%? 10%? Put this into the context of the over 110% gain in the SOX index off the March lows. Longer term investors probably don't need to change their strategy and a new stimulus bill will be a tide that raises all boats, at least for the short/intermediate term. The large mergers will need a few years to find the synergies that are already being priced into the combinations. We're in for a great run in the semis and semi equips over the next several years, as they are the building blocks of all the wonderful technological advances. Just thinking it's wise to be cautious in the shorter term... I welcome other's views, if you care to share...

To: Return to Sender who wrote (85926)

11/17/2020 4:54:44 PM

From: Return to Sender

2 Recommendations

Recommended By
Sam
The Ox

Read Replies (1) | Respond to of 95420

BPSOX Unchanged at 25 PnF Buy Signals:

Mon	Tues
ADI	ADI
AMAT	AMAT
AMD	AMD
ASML	ASML
AVGO	AVGO
CREE	CREE
CRUS	CRUS
ENTG	ENTG
KLAC	KLAC
LRCX	LRCX
MCHP	MCHP
MKSI	MKSI
MU	MU
MXIM	MXIM
NVDA	NVDA
NXPI	NXPI
ON	ON
QCOM	QCOM
SLAB	SLAB
SMTC	SMTC
SWKS	SWKS
TER	TER
TSM	TSM
TXN	TXN
XLNX	XLNX