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Strategies & Market Trends : The Rational Analyst
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To: Scott H. Davis who wrote (1155)6/13/1998 11:56:00 PM
From: Lee Lichterman III  Read Replies (1) of 1720
 
"On the other hand, Buckingham sees a number of undervalued
sectors, such as copper, steel, disk drives, semiconductors
and other technology and small-cap stocks."

Sounds to me like Buckingham wants out of copper, steel, Disk Drives ... I just went by the Micron plant and where there is normally a packed parking lot and billowing smoke stacks there was only a few cars and no sign of production. (they are normally a 7 day, 24 hour operation) I think he is nuts pushing semi's and disk drives. I don't follow the metals that much but I have heard that commodities are dying and there isn't much hope in the near future. Of course all this is Just MO
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