Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank -- Ignore unavailable to you. Want to Upgrade?

To: Jerry Olson who wrote (55464)	8/11/1999 2:52:00 PM
From: lee kramer	Read Replies (1) \| Respond to of 120523

OJ: Gotta be real selective with ippo's. Out of CMGI and AMZN...got my trade.

To: Jerry Olson who wrote (55464)	8/11/1999 2:54:00 PM
From: garrick le	Read Replies (2) \| Respond to of 120523

Some new IPOs are not good company ... However,semis are way overbought and susceptible to some short term profit taking. GL

To: Jerry Olson who wrote (55464)	8/11/1999 3:02:00 PM
From: Spartex	Read Replies (1) \| Respond to of 120523

<<i want solid stocks the SEMIS are just awesome... >> Yeah, I hear you Jerry. Though I'm kicking myself for selling 1/2 of my CY position late last week and adding to my NOVL holdings =;-( At least I got my CY double in just 3 months! Nonetheless, it appears that chips are ripping and roaring, while softwares (MSFT, ORCL, NOVL, BMCS, etc) are dead quiet. That's the time to accumulate softwares IMHO. At least for buy and hold over 3+month period. They and even the internets will kick in hard by early Sept IMO. Chips should take a breather soon. At least that's what my common sense says, although I've learned that the rubberband stretches to the upside beyond what appears to be fair value. Incredible chip sector rotation, which was well established in May, and held on through the thick and thin of nasdaq correction. Semi's have become the "new" tech leaders over the past 3 months, thanks in part to recovering Asia, and the growth in computers/internet/telecom/appliances using chips