Zeev's Turnips - No Politics Message Board

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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: t2 who wrote (41583)	3/18/2002 2:40:35 PM
From: Ibexx	Read Replies (1) of 99280

The tech companies that are further down the food chain - such as AMAT etc - would see signs of recovery way before the ones close to end markets (ie INTC, MSFT). It has always been the case with every recovery in the past. This also explains the inconsistency re. near-term prospects of high tech companies. Wall Street as well as many SIers think all techs are the same, and I've been trying to profit from such misconceptions. Ibexx

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