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Strategies & Market Trends : Technical analysis for shorts & longs
SPY 671.910.0%Nov 14 4:00 PM EST

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To: Johnny Canuck who wrote (34402)9/23/2001 2:04:50 AM
From: Suresh  Read Replies (2) of 67982
 
Harry,

there was a glut of inventory in the supply chain when we started having problems and I think we will encounter a serious parts shortage soon (not in all segments).... People are underestimating the liquidity being added to the system. It is becoming hard for me to contain my bullish outlook. BTW, among semi equipment you will not be disappointed if you buy KLAC, VECO and NEWP.

Later,

Suresh
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