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Strategies & Market Trends : Group Therapy
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To: Wolf 2 who wrote (3128)2/22/2001 10:52:40 AM
From: E. Graphs   of 4564
 
Wolf,

So far just circling.......thinking the prey might be poisoned. It's going to have to be pretty darn cheap for the risk.

P/E's from 50 to 100+ are silly to hold with no visibility. The semis look reasonable in comparison to most other groups, but they can go lower in a heartbeat if a domino effect were to start taking hold.

E
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