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To: timers who wrote (74686)	3/2/2001 3:04:36 PM
From: smallcapmaven	Respond to of 436258

I use CMOS as a ^SOXX imitator because they won't make more than a dime this year and could post a loss IMO...It still imitates the ^SOXX though...

To: timers who wrote (74686)	3/2/2001 3:28:12 PM
From: pater tenebrarum	Read Replies (2) \| Respond to of 436258

there are options on the SOX. alternatively you can go for individual component companies. Leuthold thinks we should buy 'midway into the recession'...true, only the recession won't last 'just one year' as he surmises...this is a post bubble environment...it will last MUCH longer...the post war experience is not the proper yardstick. anyway, i'm heartened by yet another bear turning bullish...this is sooooo 1930...-g-