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 160.52

-4.9%

Dec 12 9:30 AM EST

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To: shane forbes who wrote (4766)	2/9/1998 9:10:00 AM
From: Jess Beltz	Read Replies (1) of 10921

Shane, i decided to put in a stop order on Cymer which got executed and kicked me out of the stock on Friday; in at 16 and out at 20 for a little (there's a real story there on what that stock means to me)and right now i'm out of the sector completely. My sense is that a lot (but not all) of fund managers sense a sector bottom/reversal (this is also C. Johnson's idea at Infra) and don't want to miss it, so there's a lot of money flowing in, and of course we don't want to miss it either. So, I'll sit on cash today (or maybe fish for a dead cat bounce on Qcom which got butchered because of Korea on Friday) and let AMAT release information tomorrow. If its moderate to good, I'll jump back in with Cymer and SpeedFam, if its bad, I may wait for another day to let some dust settle, and then probably back in to those two again (I think the primo action is in the die-shrink area.) jess.

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