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To: Sam Citron who wrote (2979)6/20/1999 9:53:00 AM
From: Ian@SI  Read Replies (2) | Respond to of 5867
 
Sam,

I haven't seen you post in these parts in a very long time.

Why not plan in advance a scale-up sell
campaign with redeployment of proceeds in a cyclical industry that is inversely correlated with semi-equips?

Is there any such industry? ... or one that is even close to that?

Welcome back,
Ian.



To: Sam Citron who wrote (2979)6/20/1999 10:27:00 PM
From: Thomas J Pittman  Read Replies (1) | Respond to of 5867
 
Sam,

I am not sure I understand whether you are taking a jab at Cary's
message or not. Guess it doesnt matter, but my proceeds have generally flowed into the oil service sector. I am not sure
that the inverse is perfect, but it seems kind of close.

Regards,

J

ps - Cary and Co did a great job of explaining the semi cycles back on the old thread. Not sure if you were there for all of that, but the thread is great reading from the beginning.


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