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Technology Stocks : 3DFX
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To: Sun Tzu who wrote (9880)12/23/1998 9:36:00 PM
From: Joe C.  Read Replies (1) of 16960
 
Off topic - Sun, shorting the semi's next year is like trying to squeeze water out of a rock. Most of them, especially the mid and small caps, have been hit quite hard for some time now. The industry is in the third year of bad times and one might argue that things are due for a pickup. I'd be looking to go selectively long with a 2 year horizon. Selection would be key - and no - I haven't been following them too much lately to make a pick. I like the cellular and network phone/cable concepts though - if you do any research let me know what you like. Joe C.
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