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Politics : Formerly About Applied Materials
AMAT 301.11+6.9%Jan 9 9:30 AM EST

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To: Kirk © who wrote (35345)5/23/2000 10:08:00 PM
From: Sy Eisenfeld   of 70976
 
Kirk & Thread,
please excuse my lurking on your excellent thread,as i own a lot of tech stocks,semi,semi-equip,dot com,,broadband,etc and over the years have been a buy and old type,selling was always a mistake and given naz is 3100 I think the best course of action from here on is not to sell but begin nibbling those stocks that have a good future,pmcs,gblx,mcld,lsi,etc etc as mathematically i believe the downside risk at this level versus the probable upturn going past 4400 sometime before the end of the election year,because technology is not dead and smart money will jump in when everyone has left. My humble opinion,and i AM 40% CASH & NAZ 60% BIG TIME.
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