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

To: Lone Star who wrote (26964)	2/4/2002 9:53:26 PM
From: Ibexx	Read Replies (1) \| Respond to of 99280

Semis and semi equipment stocks will be among the first wave issues to recover from a recession. Historical data show that they could be 1-3 quarters ahead of other high techs, thus the big guns are jostling their positions to be ready for that ultimate happening - whenever that may be. Other sectors belong to the first wave are said to include financials. But some banks are now susceptible to "enronitis" or other unrecoverable debts - thus the cautious stance on the part of the money stores. Another point worth repeating: nearly all the major semi/mother board vendors have sounded off very positively. They are receiving orders at a level not seen since late 2001. Ibexx