Joe not a problem, I to have too much time on my hands, but not enough to go thru Edgar, looking for, what!
Well the only good news I have is, I decided that I needed to get into the momentum plays, to keep me, out of boredom.
A week or so ago, I decided that schrink (sp) micron was the only way to go ( if you wanted to make any $ in this Sector) . Gosh!! Did you see what the street did today? Cymer, Dpmi,Asmlf,Etec,Vtss,Plab,etc today?? Just enjoy Wall Streets momentum greed for the next few months, because fortunes are to be made, if you try not to take it, to its peak!
I guess thats what, I've been trying to tell Don. The old guard, Amat, Nvls etc are not going to be, the wall street darlings for the next few months (but, watch them gap up tomorrow, after the Intel announcement)
I suggest that the micron reduction plays, is we're the rewards might be.
All the best |
