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Strategies & Market Trends : Group Therapy -- Ignore unavailable to you. Want to Upgrade?


To: Logain Ablar who wrote (1499)7/4/2000 1:12:48 AM
From: Duane L. Olson  Respond to of 4564
 
Tim, You're sure correct -- it's not just LTXX. I was looking at stocks like VTSS, in addition to those you have mentioned. I really, really find it hard to believe we really, really are peaking though --- I'm not looking for the peak in the semis for a couple more years yet. Perhaps we have a temporary peak while AG works on his soft landing, but goodness it seems so clear that we have an enormous degree of rapid growth left in the semis, wireless, optics, etc.....Perhaps, then it is just as well to lie back, roll with the punches, and wait for the rest of the world -- and the market-- to catch up once more....??
Meanwhile "stuff" like NEON, NERX, and CAMP have been making me a few $$, so I can absorb a few licks with LTXX and CYMI -- which also is way, way off it's high.
More to come, I'm sure....
tso



To: Logain Ablar who wrote (1499)7/5/2000 5:49:14 PM
From: Duane L. Olson  Respond to of 4564
 
Gee whiz, Tim, you were two steps ahead of the call on semis.... not that I believed it when you thought we might be slowing. But now one analyst follows up your thought, and there is a deluge of stock from nervous sellers...
imho, the rationale for the selloff is weak, from the evidence on hand, but no doubt about the action today -- great call, Tim!
tso