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Strategies & Market Trends : The picks

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To: Trader X who wrote (2071)	1/16/1997 4:50:00 PM
From: Andrew Vance	of 6124

AV SEMIS You are right but this thread did not start until 12/6 and even the General Lithography thread started after that. There were multitudes of individual threads for individual companies which was chaotic. As many are aware I was buying or was holding onto the semis but was not talking. This Thread actually brough me out of my shell as a lurker. Sort of "I started and cannot shut up". So I guess, Thanks to this thread, some of you are getting the benefit of my opinion in the semis along with others that we may attract. BIG QUESTION - do we discuss semis here, with proper headings or do we move to a different location such that we do not really cram this thread? I would like to stay here but it is OUR thread and consensus should rule. Kevin - not to hype the other thread, but you know where it is and it may be an appropriate time to migrate even though it is more technical ridden than financial. A little finance there might do us some good but I fear we would lose some of the quality people here in the transition and dilute both threads, which would be counter productive.

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