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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: michael97123 who wrote (43191)	3/6/2001 10:25:02 AM
From: advocatedevil	Read Replies (1) \| Respond to of 70976

Mike, Yes, I read the piece - and some good points are made. While long-term I don't believe we've reached the bottom yet, I wouldn't be surprised to see the techs continue to move up. (obviously that's why I covered early). I'll now be watching for a new "dark-side" re-entry point. The bottom-line for me is that the semi sector is very weak right now and few can even offer a forecast beyond a quarter or two. If they don't know what's in store, I certainly don't, but everything points to weakness and I feel the odds are that the trend is more likely to take us lower rather than turn around. AdvocateDevil