Good post on the AMAT thread. BTW, VECO's really taking off.
Message 6744439
Jay
To: Tony Viola (27022 )
From: Judy Tuesday, Dec 8 1998 4:31PM ET
Reply # of 27043
You know, Tony, some times one has to ignore the pundits and analysts and just listen to the market. MU, the first in the sector food chain breaking out and making new highs ... WFR, the last in the food chain basing nicely instead of tanking when it may be facing a loss for a couple of quarters ... VECO, ASMLF, CYMI, PRIA, ASYT taking off, specialty niches needed if the sector rebound is around the corner. The key is whether these stocks sell off when the NAZ retraces down or whether the funds continue to rotate money into them.
And Addi, the tone of my posts pretty much say how I am placing my bets for the future.
My regards
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