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Strategies & Market Trends : Guidance and Visibility -- Ignore unavailable to you. Want to Upgrade?

To: DebtBomb who wrote (17776)	9/22/2001 12:23:42 PM
From: Paul A	Read Replies (1) \| Respond to of 208838

Dale- I agree with you on the semis.. In fact, remember when I was yapping 6 months ago about memory prices plunging- short intel, amat, mu etc etc? business has picked up sharply for me in the last month and aside from a brief slowdown for obvious reasons, Thursday and Friday of this week continued the trend.. I dont think its going to be an instant recovery- I think we are talking years.. but we are definately scraping the bottom with that sector and its definately the time to start accumulating. Bios im also taking all of the advice I see here and starting to look at them as well.. My RBAK and ADCT might just be thorns in my side straight to $0.. but I think ADCT is ready for a pop as its showing serious buying with each dip under $3.. RBAK on the other hand is showing no support, total freefall.. really upset with that stock and if I get $3.80 for my ADCT ill probably just dump my RBAK and keep a tiny position just in case it gets taken. I bought a bunch of AMD at 9.04 but thats just a short term trade hoping we get a bounce here.. Storage sector I think your dead on about as well..