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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Secret_Agent_Man who wrote (50204)	5/10/2000 4:52:00 PM
From: pater tenebrarum	Read Replies (1) \| Respond to of 99985

indeed...btw, the constant assertions by WS analysts re. how long this semi cycle will last, and how it will be the longest such cycle ever, etc. remind me very much of the deep pessimism that reigned at the trough of the last cycle in late '98. back then you didn't hear even one analyst utter anything remotely positive about the industry. that was of course the ideal moment to pick up AMAT, KLAC, LSI and so on. conversely the ideal moment to sell them has probably already passed. i have rarely seen such unanimity when it comes to a market sector. that's one of the reasons why i'm getting antsy about oil stocks. too many people touting them right now, although it hasn't yet developed into the crescendo that's engulfing the semi stocks. regards, hb