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Pastimes : J Doe #13 Off-topic Non-Specific Tech Stock Ponderings
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To: Charlie Finley who wrote (1327)1/8/1999 6:11:00 PM
From: Johnathan C. Doe  Read Replies (1) of 1819
 
From a sane perspective of playing the market; all reports indicate that the hot sector is in the semi's as there have been 3 months of strong growth. That was the sector to play with bottom fishing on negative sentiment. Go figure as we aren't privy to a lot of the info. we need to play this way. The time to get in is long before it is reported. This still argues well to my understanding of why it is so important to play the sectors within the tech stocks. Diversification within sectors is the key to playing the techs conservatively. Help desk; disk drive; semi's; semi equip.; these were all nice killed sectors. So was the SMOD; JBL sector.
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