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Strategies & Market Trends : Steve's Channelling Thread

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To: Logain Ablar who wrote (3429)7/21/2000 2:11:53 PM
From: Zeev Hed  Read Replies (1) of 30051
 
Thanks for the input, Tim, I am only in CYMI and BRKS in this sector, and since some of them are still going to report in the next week or two, I'll "stay", unless they breach. In the meanwhile, I finally got back into RMBS at $89.125. $88 seems to be holding solid despite the afternoon retest in the Naz lows. I was fortunate selling VECO at $100 flat, I am not sure I want to reenter it here at $82, since as you said the sector might have additional shake out going on, particularly if AMAT and LRCX do not hold the May' lows.

Zeev
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