File under: More Side Effects of Cell Phones on Memory.

(Quote from Breifing.com, summarizing Barrons)
Barron's article highlights the speculation being alive and well again on Wall St. given the rally specifically in the semiconductor, Internet, airline and biotechnology stocks this year. However, the article cautions that many of these stocks now trade for lofty multiples of projected 2004 and 2005 profits and anticipate a lot more good news. Bob Marcin, head of Marcin Asset Management suggests, 'We could have a junior crash, a stock-market version of what happened in the Treasury bond market earlier in the summer.' In addition, he suggests major market indexes could fall 10%-15% in the next six weeks, which is typically a seasonally weak period and that speculative stocks could slip by double that amount. The stocks mentioned in the article as hot spots are the following: AMAT, KLAC, BRCM, XLNX, JNPR, AMZN, YHOO, EBAY, AMR, CAL, JBLU, HLT, HOT, ITW, DHR, WMB, DYN, DNA and GENZ.