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

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To: MulhollandDrive who wrote (49671)8/21/2000 8:59:23 PM
From: Lizzie Tudor  Read Replies (1) of 63513
 
I actually think the chip sector and software are similar. Everything moves in a herd. I'm not sure that the entire software sector is going to be out of favor this fall (although it is right now) - but if it is, then none of these stocks are going anywhere is my guess so I don't want to waste time unless I have a lt holding or something.

1998 was like that, sebl was executing and exceeding expectations but the stock did nothing while the internets exploded. Sebl didn't take off until b2b got hot. You could have wasted a whole year in that stock.

But the problem with chips and storage is when to get out.
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