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Strategies & Market Trends : Bill Wexler's Profits of DOOM

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To: Bill Wexler who wrote (4246)1/26/1999 12:55:00 PM
From: BelowTheCrowd  Read Replies (1) of 4634
 
Beginning to think it might be time to take partial profits in AMAT. Still love the stock, and it's not at my $75 target, but I was overweighted in the sector in the first place, now doubly overweighted due to the increases. It seems a wise time to rebalance somewhat.

As soon as I do, it'll probably run up to $80.

Feel much the same way about LRCX and KLAC, which have moved just as much and are weaker players.

mg
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