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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 158.70+1.0%Dec 5 9:30 AM EST

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To: Mason Barge who wrote (4538)1/22/1998 8:58:00 AM
From: Ramsey Su  Read Replies (1) of 10921
 
Mason,

just curious about your strategy.

Why would you be short and long this industry at the same time? I agree that semi-eq could be severely impacted by Asia. When this group dropped previously, it is like a take no prisoners slaughter. Why would the likes of CYMI and KlIC be spared?

Ramsey
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