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To: long-gone who wrote (13031)8/22/2000 8:42:18 PM
From: pater tenebrarum  Respond to of 436258
 
not if the cycle is peaking...then the whole sector can get abandoned quickly. especially as it has some of the most crowded trades around in it.



To: long-gone who wrote (13031)8/23/2000 1:28:42 AM
From: oldirtybastard  Respond to of 436258
 
fwiw, IMHO, much of the money in the SOX sector stays in the sector. I think it just moved from TXN to RMBS but may move back at the first weaknes in RMBS. INTC may have something in the play also.

I'd bet much of that TXN money moved to ADI, but that's where a lot of mine is so I'm a little biased -g- (also ready to sell if the soxx turns decisively and starts to take analog w/ it again)


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