PMC-Sierra (PMCS) Message Board

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Technology Stocks : PMC-Sierra (PMCS)

PMCS 11.65

0.0%

Jan 25 4:00 PM EST

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To: Thomas DeGagne who wrote (3661)	8/8/2000 4:30:51 PM
From: SJS	Read Replies (1) of 3818

Tom, Well.....it's been clear, and only blue skies for semi's for so long that we've fogotten what clouds look like? <G> Half kidding, really. There are a few warnings appearing about the fringes about semi's. While comm semi's are seemingly the best area, it pays to now watch this much closer than before. Capex is the first to go, which is AMAT, NVLS, KLIC, etc. You're seeing that show up now. Don't "go postal" and sell everything. Just be smart that semi's are probably sideways at best for the ST. Technically, that is also corroborated by the SOX chart (double top) and the flirt with the 200 day MA. Steve

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