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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: pater tenebrarum who wrote (67265)2/13/2001 2:13:03 PM
From: sammaster  Read Replies (1) of 436258
 
u just playing the techs or do u got any of the cyclicals in your sights?
seems like mmm aa cat are layups in a recession whereas the consumer noncyclicals may get a bid in flight to "safety" initially(as if they havent already)
if the old economy "blue chips" break i would expect the cyclicals to go first and then later on the noncyclicals so it gives 3 opps to put ...tech then cycliclas then noncyclicals...
maybe by then there will be techs cheap enuf for calls -g-

samir
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