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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 158.18+2.2%Dec 2 3:59 PM EST

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To: Dr. Mitchell R. White who wrote (8387)5/22/2000 6:42:00 PM
From: John Stewart  Read Replies (4) of 10921
 
I'll have to add myself to that bear list as of today. Went to 65% cash today (from 15%). Look's to me like we might be starting a bear in the semi equip's also, as some of the smaller caps/and or weaker issues down now by > 50% from the highs. This has often been a sign further weakness, IMHO.

Best Regards,
John Stewart
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