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 154.74

-0.8%

3:59 PM EST

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To: LLCF who wrote (3790)	12/12/1997 10:23:00 PM
From: Ian@SI	Read Replies (1) of 10921

DAK, I, for one, wasn't (and still am not) expecting a return to June 96 levels for all of the leaders. BRKS is almost there. Some 2nd tier players are there. UTEK is closer than I expected. etc. "Buy and hold" for the duration of the upleg has been and still is, IMO, a viable strategy for this sector. i.e. If I don't sell, I'm unlikely to lose anything except a tax credit. Predicting the end of the upleg is not something that any of us knows how to do accurately (or we haven't admitted it at least). I don't believe that any poster on this thread has lost their grip. Not yet, anyway, but I'm close. ;-) We're just trying to learn. Is there a better strategy that we should be applying. This thread helped us get invested at great prices. Now it would be helpful to develop an exit strategy that doesn't forego most of the upleg. IMO, Ian.

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