Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 312.18

-0.2%

Dec 9 4:00 PM EST

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To: Return to Sender who wrote (12803)	12/23/2003 4:13:12 PM
From: michael97123	Read Replies (1) of 95546

"We should now be looking into consumer staples for the best performers in the not too distant future." Do you follow any at present? You may have hit on something to hedge the tech bet by rotating out at the next interim peak. That would have worked well exiting tech sometime in november and into basic materials. Is there an historical correlation among these groups? Where would you say financials fit in. My gut there is that they are a bit pricey here as well. Mike

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