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Strategies & Market Trends : Strictly: Drilling II -- Ignore unavailable to you. Want to Upgrade?

To: gold$10k who wrote (16868)	8/3/2002 12:44:35 PM
From: Davy Crockett	Respond to of 36161

Hi vt, I agree with u, I think were poised to have a nice cyclical bull in the midst of a secular bear. BWDIK Another reason that I like "chip" stocks is that they have always, always, have had to contend with falling prices in the technology arena. In some wierd way, some of them (depending on the company & cash reserves PEG & PE's), might be an interesting play on deflation. We will soon c... BTW, the attached link is an excellent guide to the macro view on K-waves (Kondratieff wave) "Wave of Defaults" csf.colorado.edu Regards, Peter