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Technology Stocks : Novellus
NVLS 2.400+2.1%Jul 24 5:00 PM EST
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To: Ian@SI who wrote (3184)2/15/2001 4:08:29 AM
From: robert b furman  Read Replies (1) of 3813
 
Hi Ian,

I love it - I guess I'm still running around lookin for a catcher's cup.HEHEHEHE

I'm ok with the "you have to sell out early part" but from past cycles I'm not ok with buying a reversal inprice after a cycle slow down announcement.Granted I think the stocks are great values - I'm just used to blood in the streets.

I really don't like to say "this time It really is different".

I think perhaps your analysis is the best one "there are no rules.That being the case I'm onthe sidelines watching my current positions which were fortunately accumulated at the right time.It still feels more like the eye of the hurricane.I've goy my eye on the wind sock.gggg

Thanks for the great analogy.<smile>

Bob
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