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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Lone Star who wrote (26700)	2/4/2002 12:56:05 PM
From: Justa Werkenstiff	Respond to of 99280

Lone Star: Re: "Who is the "them" the "they" are distributing to, I mean who in their right mind would buy the semi equips at these levels?" Good question. All I can say is that portfolio managers must put their money somewhere. Maybe they are playing an inventory spike. Yet the underlying fundamental logic of your question suggests to me the bear market has not run its course.

To: Lone Star who wrote (26700)	2/4/2002 12:59:33 PM
From: Canuck Dave	Respond to of 99280

People are very slow to change attitudes. Too many still think another Tech boom is imminent. Too many mutual funds heavily invested in the likes of CSCO. Too much hope, not enough critical thinking. Nobody said investors are smart. CD

To: Lone Star who wrote (26700)	2/4/2002 1:02:25 PM
From: brightness00	Respond to of 99280

Re: Who are the buyers IMHO, the ones who truely believe that the industry can not get any worse. As for me, I will wait for the day when the death of semi-conductor industry is proclaimed in Businessweek, or even Newsweek, say due to speculations of silicon technology being superceded by biochemical processes, before I buy and hold semi's. JMHO, Jim