Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 165.84

+1.9%

Dec 9 3:59 PM EST

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To: Gottfried who wrote (9073)	12/3/2000 10:36:07 PM
From: Zeev Hed	Read Replies (3) of 10921

Gottfried, I think it is good that we start and discuss when to buy. If you remember, I was one of those seeing a BTB at 1.40 plus, saying, it just cannot better, sell. Right now the BTB is at 1.17 (two months in a row), if that is the trough in the BTB, then around here is the time to buy, but I do not think that we will end this down cycle without the BTB going under 1.00, so, my stance is buy selectively in a week or two for a year end rally, but sell again in early January. I'll change my mind and turn on a dime if a see real signs of "capitulation", I have not seen these yet. Other "signs" would be AMAT and INTC refusing making new lows while the NAZ and the SOX make new lows. Zeev

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