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Strategies & Market Trends : John Pitera's Market Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: bill meehan who wrote (2819)	9/16/2000 1:38:34 PM
From: Jorj X Mckie	Read Replies (2) \| Respond to of 33421

Hi Bill, Caught your appearance on the tube yesterday. Liked your comments about QCOM. On the cyclicality of the semiconductor sector, do you believe that some of that cyclicality may be mitigated now that semiconductors are implemented in pretty much every type of device, across sectors, from toys to cars to microwaves to refrigerators to TVs to cameras to PCs to networking equipment...etc.... My point being that when the primary use for semiconductors was in other high tech devices, the sector would be more susceptible to the cycles. Now that semiconductors can be found pretty much everywhere, I believe that the cycles have been smoothed. Comments? JXM