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Strategies & Market Trends : The New Economy and its Winners

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To: fedhead who wrote (11865)6/3/2002 2:54:09 PM
From: Bill Harmond  Read Replies (1) of 57684
 
"[Semiconductor] Stock prices are lower than at any time except the immediate aftermath of 9/11, and fundamental industry data support the conclusion that we are seeing a steady recovery," he added. "What we find interesting is that investor sentiment seems more negative today than it was during the dark days at the bottom of the cycle during the second half of 2001."

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