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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 158.70+1.0%Dec 5 9:30 AM EST
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To: JSLyons who wrote (9006)11/13/2000 11:34:32 AM
From: Kirk ©   of 10921
 
RE:BTW - I sold a portion of my SEMIs near enough to the top to be sitting on some cash as the market sinks. Of course, I wish I had sold it all but that's in the past.

Yeah, me too. Don't ya wish we could buy a crystal ball that worked?

As to your question. I have put SOME of my profit taking back in, but am really holding for the possibility that we get a screaming buy. I'd prefer to NOT hit those levels and let the money from selling some well below the peak, but looking awfully good now, generate money market and GNMA returns for a few years.
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