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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 159.33-1.8%Nov 7 3:59 PM EST
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To: Zeev Hed who wrote (9752)4/20/2001 5:34:18 PM
From: WTSherman  Read Replies (2) of 10921
 
Zeev, I like to use NVLS as my "barometer" for semi equips and yesterday it got back to 90% of its all time high. This strikes me as quite extraordinary and considerably overdone given that its not even clear that the bottom in orders has been reached.

I sold calls on my NVLS yesterday and started winding down my other positions in semi equips today. I think that some time next week the party will start to fade out.
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