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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: Challo Jeregy who wrote (27039)6/14/1999 7:15:00 PM
From: Judy  Read Replies (1) | Respond to of 50167
 
Why not focus on first-tier whenever possible ... if the sector growth is for real, the first-tier will take off again and the wealth will eventually spread to the second tier. If the sector growth is bogus, the first-tier will be the last to fall and the second-tier will get killed again.

First tier: AMAT, NVLS, KLAC, TER ... same old mantra.

Second tier: ASML, CYMI, PRIA, ASYT

There's a whole slew of other semis with developing stories ... but one needs to keep on top things since they can and do change on a dime.



To: Challo Jeregy who wrote (27039)6/15/1999 1:36:00 PM
From: Judy  Read Replies (1) | Respond to of 50167
 
By the time SOX reverses up I'd suspect most of the first quality semis would have printed new highs. While the SOX is technically extended now, I cannot ignore the fact that MOT, ADI, TER, TXN are all making new highs today in the face of cpi coming out tomorrow.

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