Semi Equipment-Sell when they're singing in the streets Message Board

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Technology Stocks : Semi Equipment-Sell when they're singing in the streets

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To: Ian@SI who wrote (127)	5/28/2000 9:58:00 AM
From: Zeev Hed	Read Replies (1) of 276

Ian, having stayed out of the last two months debacle in the semi equip, I think that now is the time to get back in for a very nice "bear market" rally which I think will get some of the semi's to within 10% to 20% of their recent highs. Some might even make marginal new highs (I wish I knew which one). I must admit that the "turnips mislead me by a week or so (earlier in the year, they painted the "picture pretty well, forecasting a May disaster, but they expected the low to be set May 18, they were probably wrong by a week or two), but right now, I think we are in the process of putting a "flat bottom" around here, and getting ready for a frolicky "summer rally", so short term, it seems we are both optimistic. Zeev

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