Hey Mike, Semis aren't bad......they just aren't running yet............. of my 15 or so semi holdings............I'm averaging up about 10% I try show the charts that IMHO would help a port grow.......... AMZN was held but when the earnings didn't please..........cya.. AAPL is my largest holding in one port because it's grown into the spot..... it's followed by CHK, AKAM, NOV, BIDU and then SONS. Notice........not all my plays are in one sector............ The 5 year semi chart is a OK higher low chart, Fletch Needs to take out 560
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