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Strategies & Market Trends : Making Money is Main Objective

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To: Softechie who started this subject	3/6/2001 12:04:53 PM
From: Softechie	Read Replies (1) of 2155

Sanford Bernstein Tech Conference : Expects economic recovery but potentially not until Q4/early 02 with growth below trend this year. Remains overweight semiconductor and services, feels hardware near trough valuations. Suggests under weighting communication equipment and would hold off buying wireline. Expects semiconductor capital equipment orders to bottom in Q3, would be adding to positions.

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