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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 (9847)5/20/2001 11:14:18 PM
From: Jerome  Read Replies (1) of 10921
 
A lot of investors hope that I'm dead wrong about ASYT. They bought in between 25 and 35. I would feel more comfortable with ASYT if the outlook for the next two quarters was better, The semi group is due for a modest pull back within a week. And lastly the BTB comes out in the next few days, and that number should scare a few people. There are investors that swear by or at PnF. We will have the answer shortly.

For the ASYT longs, I hope things go their way. It wouldn't be the first time I made a bad call.

Regards, Jerome
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