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TREND1

10/28/04 2:52 PM

#315987 RE: TREND1 #315981

Question ? Are the SEMI like the airlines ?
Value Line had a very interesting article on airlines a few
years ago. In the article they stated their earnings system failed. In fact they stated the best time to buy the airlines
was when the earnings were low. The best time to sell the airlines was when the earnings were high.

Question? A few have now said the SEMI stocks should be bought
the same way.

Namely:
(1) Buy SEMI when you see earnings are bad and/or out look is bad.
(2) Sell SEMI when you see earnings are good and/or out look is
good.

Just a thought.