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In case you haven't noticed, semis are up 20 to 30% in the last 6 weeks. The naz has only gone down 3 times in 2 months, so its not if they will get in, but when will they get out !
and funds dont buy in for a 10 cent profit, they damn well want 100%+ imho
i cant see semis has made a real move yet. if they do nas will kick above 2300 imo . amcc vtss and most others still trade near all time low.