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Politics : Formerly About Applied Materials
AMAT 228.68+1.2%Nov 17 3:59 PM EST

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To: Jacob Snyder who wrote (40027)11/27/2000 9:46:03 PM
From: Henry D  Read Replies (2) of 70976
 
Jacob,

at this point i have no positions in semi-equip stocks too. mainly for 2 reasons. i believe the best time for stock prices to appreciate is when b2b is under 1 and then accelerates over 1. i also believe that the 6 interest hikes have not fully worked into the economy yet. a slowing economy will probably affect demand for electronic goods.

luck
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