Strictly: Drilling II Message Board

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Strategies & Market Trends : Strictly: Drilling II

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To: Fun-da-Mental#1 who wrote (20407)	10/17/2002 8:52:56 PM
From: SliderOnTheBlack	Read Replies (5) of 36161

Fundamentalist...re: long tech & gold ...saw Bob Olstein on CNBC this evening after the close; I always liked Olsteins green-eye shade free cash flow accounting analysis. He commented he's been buying and is nearly fully invested... which surprised me actually. But,what piqued my interest was his comments on buying some Semi's...which other than the Airlines - may be the most crushed "real business" sector in the market. Who do you like & why ? When you look at co's like PMCS VTSS TXC TQNT AMCC et al...they've just been crushed....and many of them have lots of cash... but high burn rates to match. When, not if the Semi's are going to make people some serious money...it's the when & the who that I don't have figured out (vbg).

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