Booms, Busts, and Recoveries Message Board

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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: westpacific who wrote (1760)	1/16/2001 12:41:36 AM
From: Rolla Coasta	of 74559

This all leads to a tricky trading environment, I still feel we could have a oneday news event that will shock the markets this year. Thus is your fully invested that could lead to some major pain. I would think that oneday news event would be a sudden UFO visit over the White House or an asteroid hitting the earth. Just kidding ... If the FED doesn't cut rate anymore, that could be it. Nonetheless, the technology stock is here to stay. Euro is so risky with so much political uncertainty. The oversupply issue in semiconductor really doesn't convince me why the cycle is peaking. Take a look at the Playstation supply ... component shortages everywhere. I guess people and traders are waiting for the 200mm to 300mm silicon wafer transition to finish and sort out the supply shortage mess, before they pump their major money into that sector. Just a thought. Q Q

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