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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: orkrious who wrote (28434)9/21/2001 10:56:51 PM
From: Zeev Hed  Read Replies (1) | Respond to of 30051
 
I am going with Biotech, Pharma )generics) and semi's, many semis are at bargains and under or close to book, like SNDK, SSTI, NEWP. Even MU is barely at 1.5 book, when was the last time you could buy MU at 1.5 book? INTC and AMAT will probably always be at a premium, but if you look at AMD, it is a pure bargain here. I like the semis since this is the corner stone segment to any high tech recovery.

Zeev


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