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Strategies & Market Trends : Position Trading Forum -- Ignore unavailable to you. Want to Upgrade?


To: Bogeey who wrote (3432)10/13/1998 11:28:00 PM
From: Paul A  Read Replies (1) | Respond to of 7247
 
dunno what news regarding semi- slow down you are referring to, but INTC claims their biggest problem moving into the next quarter is meeting demand...

My money is betting that networkers, semis, ANYTHING that deals with computers/internet will be the only safe haven. Everything will suffer if recession hits but theres a lot of room for growth in these areas and the quarterlies are very impressive while others like G, KO, and the like are clearly being harmed far more by this flu.