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Thursday, November 30, 2000: We
believe that we are now close enough to
absolute lows, particularly in the
semiconductor and computer areas, to buy now
and participate in virtually all upside, while
risking very, very little on the downside. |
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Tuesday, November 21, 2000: As
semiconductor indices closed near 52 week lows
today, the sector continues to build strength
and is closer to turning back upwards.
Monday, November 20, 2000:
Semiconductors have been building strength for a
turnaround for some time now and continue to do
so. We've got bullish signals on a little less
than two-thirds of the stocks in this sector,
but are not expecting significant strength until
this improves somewhat, which should be
relatively soon.
Monday, November 13, 2000: Despite
indications of up to 10-15% more downside in the
NASDAQ and in several tech-related sectors,
semiconductors seem to have reached a stronger
base, and their strength today throughout a 5%
selloff in the broader tech markets appears to
support that.
· November
2000
· October
2000
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September
2000
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August
2000
·
July
2000
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