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: Gottfried who wrote (211)	6/26/2000 10:45:00 AM
From: Kirk ©	of 276

Interesting interview with Steve Kirson, co-manager of the tech-heavy $10 billion Putnam OTC & Emerging Company fund. After posting a 127% return in 1999, his fund has dropped 33.7% over the last three months, even though it's up 35% in the last 30 days. thestreet.com Exerpts: We cannot afford to be out of the market when the gun goes off because, as you saw last year, a lot of the big gains happened within a very short period of time. Q: What are some sectors that you are staying away from? A: Elsewhere, I know that semiconductor equipment is a very a hot area right now, but I also think that that stuff all moves together. There's not a lot of differentiation among them. I just think people are too optimistic. Now, I don't see any reason why in the near future those things are going to come down, but I just feel they're overheated. They're all going up together and they're all going to come down together. Does this guy look at PEG? Kirk out

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