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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 159.33-1.8%Nov 7 9:30 AM EST

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To: Gottfried who wrote (9751)4/20/2001 12:47:49 AM
From: Zeev Hed  Read Replies (3) of 10921
 
Gottfried, we had a very good run (in many cases, much more than the 30% to 40% I suggested we will have just two short weeks ago), I think that now might very well be an excellent time to take the rest of the profits from the semi equips. My enthusiasm of early April as expressed on this thread has completely evaporated due to what I now consider excessive valuation.

Zeev
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