Estimated,
Agree with you on the semi rally. The big semi's like INTC and TXN look like great buys. Alot of the little ones are looking like booshers too, ASYT, ARMHY, MOSY, CMOS, ATML, LTXX, ISSI.
I am selling all my energy and metals and moving to tech. I think we are going to have one hell of a tech rally into the end of the year and during the first quarter of 05. Salivating as I type.
"The very existence of flame-throwers proves that some time, somewhere, someone said to themselves, You know, I want to set those people over there on fire, but I'm just not close enough to get the job done."