ArtfulDodger

Semis' Downturn - Which Companies Will Survive, Part 2

That is as good a write up as I've seen on the semis, or any set of stocks for that matter.

Liked very much when you left reasoning and moved to emotion you informed your audience.

Thank you very much.

Semis' Downturn - Which Companies Will Survive, Part 1

We can only hope this gloomy article is wrong.

PSI: Cautiousness Prevails Despite Recent Run-up

Mr. Dion:

Very good article.

However, I think there is less risk in a careful selection of chip stocks (and topnotch techs) than in the energy and commodity sector—at least over the next few months.

I recently sold my positions in the former sectors and retrenched in, for the most part, the tech sector.

Some of those techs are, and not all are chips, as follows: ADI, CSCO, GIGM, GLW, GRMN, LRCX, MSFT, NOK, NTE, NTES, NVDA, TXN.

As you have surely noticed, almost no one at this time is interested in Class A tech stocks; only a few risky, low-priced long-shot ones.

E.g., I'm the only one commenting on your excellent research and work. It's because the Big Houses and their touts are pointing everyone toward energy and commodities.

That will soon blow up, and the mementum players will have to light somewhere. A good bet would be tech, although I don't care where they go.

Your comment would be appreciated.

Rebeldog