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Gold/Mining/Energy : Strictly: Drilling and oil-field services -- Ignore unavailable to you. Want to Upgrade?


To: Crimson Ghost who wrote (77753)11/2/2000 3:25:30 PM
From: herenow_2  Respond to of 95453
 
OT. Didn't understand why Dreman would pick Apple. Look at semi equip makers close to 1.5 times book and analysts vastly underestimating the length and strength of current cycle. I've loaded up on AMKR, TER, CMOS, ASYST, and KLIC. Will wait for ROBV near 1.5 and back up the truck. Like the oil ind., semis very cyclical but big gains for understanding the cycle and buying when no one wants them.