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 Technology Stocks : Semi-equips - Buy when BLOOD runs, then find a new sector!

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To: Mark Adams who wrote (110)2/9/1997 6:49:00 PM
From: Patrick Clancy of 117
 
The steel producers may be interesting for underperformance, but I'm not sure they qualify as a "blood running..." situation. I'm aware of only two periods during the last few years that clearly qualify: (1) emerging markets late-94 through early-95, and semis mid-96. You would have made major $$ buying near lows for both. So, what/when is the next one?
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