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Politics : High Tolerance Plasticity

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To: que seria who wrote (10164)	11/1/2001 9:57:57 PM
From: Gottfried	Read Replies (2) of 23153

que seria, thanks for your views on the SOX. I sold one of my semi equipment long term holdings today because I think I can buy it back cheaper. Never done that before - always depended on the cycle. Analysts pay a lot of attention to y-o-y changes in chip sales, so today I charted that since 1990-1 and the comparison is getting worse at a slower rate. suite101.com The price of AMAT tracks, kind of. suite101.com ST I now expect one more up day for the SOX. Gottfried

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