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Strategies & Market Trends : Mu Gamma Lambda
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To: Jorj X Mckie who wrote (2219)7/18/2001 2:05:01 AM
From: Augustus Gloop  Read Replies (1) of 10077
 
I think there is reason to think ahead but to stay in cash at this point. I like the fact that come companies did better than expected but expectations were very low. Going forward (as I hear it) MSFT OS xt may be a spark for companies to upgrade current machines. They haven't done that (in any numbers) in a couple generations now. If this in fact happens then semi's could heat up later in the fall. I think that lower rates and fuel prices will also help but I don't expect a real turn until the first part of next year. BWTFDIK
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