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Technology Stocks : KLA-Tencor Corporation (KLAC)
KLAC 1,194-1.1%Nov 7 9:30 AM EST

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To: SemiBull who wrote (1476)5/15/2000 10:01:00 PM
From: Ian@SI  Read Replies (1) of 1779
 
Yes, KLAC was one of my first "Sells" in the sector.

Generally, I prefer a Value style of investing, but I dabble in both growth and momentum. I entered this sector before the runup in stock prices started; and have sold several of my holdings that I felt were moving more on momentum than fundamentals. All else equal, I get rid of those companies where management has shown a less than friendly attitude to its share owners - ASYT and KLAC in that category.

Ian.
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