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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 156.00+0.6%Nov 28 9:30 AM EST

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To: HB who wrote (4507)1/19/1998 2:01:00 PM
From: Mason Barge  Read Replies (3) of 10921
 
Howard - Right now, I'm short Brooks at 17 1/2 (or a little higher). I'm looking for 14 1/2, to tell you the truth, but I might cover if I see 15 1/2 and the market looks strong.

As I've said before, I force myself to stay short at least 30% to keep some safety from sector declines. My #1 choice for short-term appreciation right now is EGLS at 14 3/8. A strong operation, not too much Asia exposure, down on a downgrade last Friday.
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