SI
SI
discoversearch

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


To: Jerome who wrote (53641)10/3/2001 11:07:04 AM
From: Gottfried  Read Replies (1) | Respond to of 70976
 
Jerome, OT *** diversification

I'm out of OSX [oil service] stocks now, but watching to get back in. That sector is cyclic, too. Here's the opinion of one of the most astute OSX investors I know. Message 16447435

Jim says >My experience would tell me the bottom falls out when the perception changes to no recovery in sight.<

Sound familiar?

Gottfried