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To: Night Writer who wrote (90672)4/11/2001 4:34:43 PM
From: tonyt  Read Replies (1) | Respond to of 97611
 
>Semis are the most volatile stocks in the world.

With Niles being cautious one day, and Joseph calling a bottom the next, its the analysts that are volatile :-)



To: Night Writer who wrote (90672)4/11/2001 5:13:39 PM
From: Rossignol  Read Replies (1) | Respond to of 97611
 
They're not volatile, they're just "cyclically challenged"...

My only expectation with semi stocks right now is they can be good trading stocks. So far I've done very well with MU especially buying at 35-38 and selling at 43-45. The key is setting limits on both sides if the cycle breaks. When you have two credible analysts running contrary to each other, what else can you do?