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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: fedhead who wrote (149523)2/6/2002 7:13:17 PM
From: Earlie  Read Replies (2) of 436258
 
Anindo:

I'm there already.

The semi equipment companies are priced as though their business is booming. Unfortunately, their order books are drier than the Sahara desert. For the moment, they remain untarnished "hideout stocks", but imploding revs will bring them down.

Patience required, but one sure wants to be there a bit "early" as the action is likely to be fast and furious once it commences. The semi equipment group is a stock market accident waiting to happen.

Best, Earlie
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