Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 142.62

+2.2%

Nov 21 9:30 AM EST

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To: Ian@SI who wrote (4016)	12/19/1997 9:50:00 PM
From: Investor2	Read Replies (1) of 10921

RE: "Parking money in SPDRs (e.g. AMEX:SPY) or "beating the Dow" when the semis are near their high ratios is starting to appear attractive." Over the last few years that would have been an excellent strategy. bigcharts.com Over the next few years - who knows? It is probably a good assumption that the S&P will continue to be less volatile than the SOX. I guess the hard part will be to determine the points at which to switch in and out of the semi's. It's always easy to determine when the proper time to switch was, but it will be difficult do in real time. For instance, is now the time to move money out of the S&P and back into semi's? Best wishes, I2 P.S. Sorry, I can't seem to get the comparison to S&P 500 to come up when using the link above.

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