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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: chic_hearne who wrote (2289)7/6/2000 11:19:58 AM
From: pater tenebrarum  Read Replies (2) of 436258
 
chic, first of all, to divine the top of the semi cycle is a very hard thing to do...and secondly, one has to ask, how much of the good news is already reflected in prices? just look at the p/e's...those are not p/e's suitable for cyclical stocks. what's more, these stocks are overowned...crowded trades, everybody's in them. i wouldn't rule out the possibility of another run-up...the sector sure has shown remarkable resilience. but yesterday's action has shown you, in crowded trades, everybody waits to see who blinks first, and then it's a rush to the exits.
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