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: A. Wayne who wrote (271)	11/1/2000 7:35:54 PM
From: Zeev Hed	Read Replies (1) of 276

As I have mentioned on this thread in mid month, I think that there is a pretty good chance of seeing a number of Semi equip at 50% above their recent lows. I have already positioned myself and am waiting for the last few hickups. If those hickups become more severe, I might get few more. You should understand that this is a "position trade", which I hope to hold till later in November, then I will reassess the technical strength to decide whether to weather a decline I expect into early December or get off and come back for the seasonal strength at the end of the year and the first week or two in January. After that strength, I expect the massacre to resume. Zeev Zeev

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