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

To: Jorj X Mckie who wrote (2832)	9/16/2000 2:55:48 PM
From: Challo Jeregy	Respond to of 33421

morning Tom. re chips, IBD has a good article about that today that you might want to read - investors.com Chip Outlook Conundrum: Is And Isn't Best Of Times

To: Jorj X Mckie who wrote (2832)	9/18/2000 3:58:13 PM
From: bill meehan	Read Replies (1) \| Respond to of 33421

Thanks, JX. I agree that the cycle may have smoothed (as appears to be the case in much of the economy), but cyclical it remains. Lots of the increased use in consumer products are simply commodities, and we all know what happens to every commodity market because supply will always increase to meet and then exceed demand. Those with unique products that can be defended well should profit, but few hardly qualify as undervalued. I'll wait until they are, and play it through QCOM. Actually hoping QCOM gets hit along with tech stocks in the near-term, since I don't have a large position.