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Strategies & Market Trends : Galapagos Islands -- Ignore unavailable to you. Want to Upgrade?


To: Jorj X Mckie who wrote (8450)10/22/2002 12:27:20 AM
From: Techplayer  Respond to of 57110
 
I cannot see that happening with INTC, SUNW, TXN, TSM, AMD and anyone else willing to tell the truth about 2003 CAPEX plans. The Semis are starting to look like the telecom stocks 2 year ago; bloated. You pointed out recently that the Semis are leaders. If that remains to be the case, something has to give soon.

I have also been doing less daily maneuvering. I plan to ride what I have with room to add 1-2 (any suggestions) with high prospects.