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To: ild who wrote (53628)3/25/2002 8:03:12 PM
From: cordob  Read Replies (1) | Respond to of 53903
 
Hi ild, it seems to be sort of a dialog here on this board between you and me:)

I can see where you are coming from and I can also understand shorts on a "valuation" basis. But the stock market looks ahead and earnings in the chip sector could quintuple in a year easily. That is a characteristic of a cyclical market.

Anyway I am long the chips and will probably ditch them when most people are buying in near the top:)

Cheers
Cor