Semi-Equips - Buy when BLOOD is running in the streets! Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 173.79

-1.2%

Dec 30 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: w0z who wrote (8274)	3/15/2000 12:46:00 AM
From: Jerome	Read Replies (1) of 10921

Probable up days for tech stocks on Thursday and Friday. According to CNBC, on Thursday and Friday most if not all of the index funds will have to re-allocate their investments by the close of Friday so that their holdings reflect whatever index they are tracking. This bodes very well for AMAT and KLAC that are part of the S&P 500. Stocks that have rallied very sharply in the last three months are now a bigger part of the index than value stocks that have become a less important part. Because of this re adjustments will be necessary. I have no idea how many index funds are out there. But the shift from one group of stocks to another by Friday means that a big upside for the semi-equipment stocks that are part of any index. Since the weighting in any index is based on market cap large companies will do especially well. Other opinions welcome Jerome

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next