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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: Lost1 who wrote (13174)	1/9/2000 9:18:00 PM
From: Jorj X Mckie	Respond to of 63513

Now, I realize that this is likely blasphemy to say this, but do you think there is any chance that the strength in semis in Q4 was due to stockpiling of semis as a hedge against y2k problems? I am confident that the numbers will be good for the semi sector, but will the forward guidance be equally bullish. The semis are the only ones that I expect to have a weaker Q1. Could it end up being a "sell the news" situation? With the overbought condition, I would still be cautious with the semis. The semis will likely rocket higher than the nuts now that I have said that.