Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Mu Gamma Lambda -- Ignore unavailable to you. Want to Upgrade?

To: Jorj X Mckie who wrote (2219)	7/18/2001 2:05:01 AM
From: Augustus Gloop	Read Replies (1) \| Respond to of 10077

I think there is reason to think ahead but to stay in cash at this point. I like the fact that come companies did better than expected but expectations were very low. Going forward (as I hear it) MSFT OS xt may be a spark for companies to upgrade current machines. They haven't done that (in any numbers) in a couple generations now. If this in fact happens then semi's could heat up later in the fall. I think that lower rates and fuel prices will also help but I don't expect a real turn until the first part of next year. BWTFDIK