High Tolerance Plasticity Message Board

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Politics : High Tolerance Plasticity

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To: ItsAllCyclical who wrote (2838)	4/4/2001 3:42:33 PM
From: Warpfactor	Read Replies (3) of 23153

When the NASDAQ turns north again, this board has discussed how some sectors will explode, but other former high fliers will languish. Still others may go away. The semicap group seems to be in a sweet spot. Demand for semiconductors and microprocessors wont go away. The traditional bread and butter of this group. This group will gain further penetration as they sell to the makers of networking and communications chips. Given this, it seems that AMAT and KLAC have been whistling by the graveyard while tech stocks all around them get decapitated. I for one am glad to see KLAC moving downward to my buy range, as it is definitely something I would like to have in an LT portfolio. Warp BTW, what about todays history lesson. It's currently 1621. America's first permanent English colony settled in 1607, Jamestown VA of course.

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