SEMICONDUCTOR HOLD DEP REC(20 SEMI COND COS) (AMEX:SMH)

hybridinvestor (52.63) Submitted: 12/13/2006 11:50:06 PM : Start Price: $30.79 SMH Score: +10.09

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.