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Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?

To: GROUND ZERO™ who wrote (45440)	1/8/2000 8:56:00 AM
From: robert b furman	Read Replies (1) \| Respond to of 94695

HI GZ, I wasn't critiquing.Lord knows this player is FAR from perfect.Emotions have ruined some of my best plans. hehe I just am more positive on a sector rotation / new leadership scenario than I am a large correction. I base that off my observation of semi equip companies.They really have held up against the market while many highflyers have had the air let out. Its ok for those stocks that have gone thru distribution to the public to plummet.The smart money rotates to the next big earnings sector.Looks like semi-equip's turn is up.May also be good for brokerages insurance (glass seigel repeal is working under the horizon) and maybe once again some drug makers.JMHO Bob One of these days I'm gonna wiseup and invest in the spoo.