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To: Terry D who wrote (66412)5/17/2000 4:54:00 PM
From: Michael Young  Respond to of 95453
 
<<I certainly expect, as was pointed out earlier, to see rising capex budgets - BUT, I also expect to see the OSX replace the SOX as the flavor of the week. That is not scientific - but it will be my sell trigger. >>

So true.

But keep in mind the biggest gains are made late in the move. I recall that the OSX stocks started gaining support in 1996. But the bulk of the money was made in the summer of 1997. You just had to be out by October.

MIKE


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