Technology Stocks : It's Different This Time!
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To: Cary Salsberg who wrote (488)10/28/2011 4:07:33 PM
From: cluka  Read Replies (2) of 549
About 9 mos ago Hill said we would have a pick up in the 2nd half. He has been consistently too optimistic. All this demand will come from where? Do you understand what a basket case World economy is?

Europe is dead. Middle East has long way to go to be just dead. If you have an understanding of how China functions you know this is not a sustainable situation, it is matter of time before it implodes.

I see no reason why semi demand should increase. We had a lot of equipment shipped over the past year and a half. Billings are still strong but bookings are down to levels that will not make SCE cos. very profitable.

NVLS may as well make $8/share one day but before that chances are they will be losing money.

Cary your style of investing with a long term view has always impressed me but is useless to me as an investor trying to play each cycle as it evolves.
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