Piffer OT - And Other Assorted Nuts Message Board

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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts

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To: John Pitera who wrote (41953)	6/26/2000 11:18:00 PM
From: Logain Ablar	Read Replies (1) of 63513

John: It should help the semi equipment companies and lift a cloud thats been over their heads. This is only a delay but it gives the SEC time to clarify their position. If memory serves Jim or Harry posted a while back (on the technical analysis thread) that semis are typically strong in July (after a weak prior period) and this can help. I'd guess the 1st tier would be good but we may be having a peak in bookings (TER & ASYT look weak anyway). I'm actually fully invested and don't want to rotate out to the equipments right now. My favorites in the sector are CYMI, LTXX, MTSN (this has been weak and maybe buying CFMT), NVLS (many others are good companies, PRIA, TER, ASYT). Have to be careful since some of the charts look weak. Tim

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