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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Gottfried who wrote (47544)4/24/2010 4:06:30 AM
From: Jacob Snyder1 Recommendation  Read Replies (2) | Respond to of 95413
 
Gottfried,
In early-to-mid bull markets, consumer discretionary outperforms. By the late bull market, consumer staples outperform. Computers, cellphones, and most other things with chips in them, are consumer discretionary (no, it isn't really necessary to get a new cellphone every 6 months, and a new laptop every year). So, unless it's different this time, tech and semis and the Naz won't be outperforming forever.

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