SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Bosco & Crossy's stock picks,talk area -- Ignore unavailable to you. Want to Upgrade?


To: Crossy who wrote (26838)2/19/2007 5:03:16 AM
From: Crossy  Read Replies (2) | Respond to of 37387
 
re: SEMICONDUCTORS

It appears to me as this sector could make a BIG COMEBACK this year, judging from the big advance some remaining portfolio holdings of mine from the fiberoptic heydays (p.e. ANAD) had made over the last months.. will be exploring the sector universe in more detail in the upcoming future

generally this is yet another sector that typically scales well and often is very elastic with regard to world trade or global growth parameters...

rgrds
CROSSY