Think folks are starting to get too bearish on the semi's and this may not be quite the bottom but me thinks I smell good long-term value here. For specific names, I am sniffing around on AMAT and actually buying in my own account VSH and would avg down about every 5-7% or so an incremental position in VSH. Refer to my comments on my rating there on VSH. Waiting to pull the trigger on AMAT.
Recs
Think folks are starting to get too bearish on the semi's and this may not be quite the bottom but me thinks I smell good long-term value here. For specific names, I am sniffing around on AMAT and actually buying in my own account VSH and would avg down about every 5-7% or so an incremental position in VSH. Refer to my comments on my rating there on VSH. Waiting to pull the trigger on AMAT.