Steve's Channelling Thread 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.

Strategies & Market Trends : Steve's Channelling Thread

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Zeev Hed who wrote (5461)	9/23/2000 8:58:22 AM
From: orkrious	Read Replies (1) of 30051

Zeev, after the INTC news, what is your opinion on the semi equips being part of your rally into the elections thesis? With worldwide growth slowing, I am afraid we are going to see cap ex pushouts starting. Clearly, the market thinks this as the semiequips didn't stage much of a comeback yesterday. I've lightened up, but not enough. TIA Jay

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next