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To: Mark Fowler who wrote (113577)12/29/2000 12:10:41 AM
From: Glenn D. Rudolph  Read Replies (2) | Respond to of 164684
 
Glenn do you think it's early to get into semi's? Usually the cycle takes a yr. to compete once a bottom is in.


Mark,

I believe the semis will start to move up after the first of the year. This cycle had two factors in my opinion. One was it was time for the cycle. Real astute with that comment<G> The other was market liquidity that prevented easy access to cash for further communication builtout of all kinds. I suspect the Fed will be adding some liguidity soon to prevent a recession. It is all guess wor4k at this point. It was a strange year to say the least.