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Jerry Olson

12/29/03 12:46 PM

#186453 RE: gtober #186452

gt

i think the semis in general have already pulled back...just check TXN--SMH--INTC NSM etc...and of course the SOX too...

it's up from here imo...maybe people buy 1/2 here and 1/2 either on a short pb or a breakout?

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opnion

12/29/03 12:52 PM

#186456 RE: gtober #186452

Forgot, did I say that I think next years (2004) outperformers in the naz will be the software sector and not the semis?? Of course I might be wrong. gg