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To: w0z who wrote (2537)	1/23/2000 12:35:00 PM
From: EACarl	Respond to of 3661

Hi Bill, Calling tops is definitely a VERY difficult thing to do. I think most here would agree it is far more difficult to call the top than the bottom. I, like you, have a tendency to make moves a little too soon. Of course since calling the top is so hard I just try to be close and sell part of my positions never the whole when I think the top is close, then when the market proves me premature, I still have some to sell higher. I do agree there are overvalued and undervalued within the sector, and basically agree with your tiers. While some of the second tier companies have made significant moves recently, I think they still have room to run. COHU for example has had a great week or so, but relative to the sector is still at a big discount. IMHO, while these may not be considered "top tier companies" I would add the following companies to the "made most of their move" list: ASML, ASYT, HELX. and to the "making their move" list: EGLS, KLIC. Regards, Eric.