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I have a real bad feeling about SNDK


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#1 A-ha

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Posted 25 January 2007 - 09:08 AM

I dont mean like %10-20 gap down...i mean something similar to this...

Good things take time, great things happen all of a sudden

Edited by xD&Cox, 25 January 2007 - 09:09 AM.


#2 IndexTrader

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Posted 25 January 2007 - 09:57 AM

What's your view on KLAC. I notice NVLS reported decent earnings. IT

#3 A-ha

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Posted 25 January 2007 - 10:22 AM

Equipment makers were the only segment in semiconductors that did well during the last 3-4 months. It was because of the new product cycle which is over now. Those numbers are now coming and all generously priced in already. At this juncture equipment makers offer the best shorting opportunity in Semiconductors. Especially KLA Tencor which was upgraded and severely pumped by many institutions 3-4 months ago. Today I was thinking about covering some AMD and short more KLA Tencor but it may be better to do it after the earnings as lunatics are out full force these days...

Edited by xD&Cox, 25 January 2007 - 10:23 AM.