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Technology Stocks : JDS Uniphase (JDSU)
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To: Tunica Albuginea who wrote (20046)4/12/2001 8:49:02 PM
From: t2   of 24042
 
TA, As if people will wait until August to load up on the semiconductors.<g>

We are only about 4 months from that time....why not just buy and hold as so many mutual funds will---for the next big cycle up. (market timing can be bad as they always tell us <g>) and that is what Niles is suggesting investors do.

I think his analysis of the semiconductor cycle may be right on but market timing is probably way off. I remember his call on Intel prior his bullish call early last year---he was negative and the stock took off--he changed his mind later of course (probably at the start of 2000)

People are going to be slowly increasing allocation to semis.

Seriously, who would trust his August timing..a time when most would be ready to start reducing positions, IMHO.
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