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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: Johnny Canuck who wrote (25314)	2/24/2000 5:50:00 AM
From: Iris Shih	Respond to of 69003

Hi Harry, Thanks for all of your work! All the information you post is very helpful and informative. Right now I have reduced quite a lot big cap semi equipment holdings from my portfolio but still keep some small cap or turnaround semi equipment stocks, ie egls, svgi, atmi, ggns, tgal, robv, real.. I think the big cap ones are fairly valued. They will run again with earning approaching but I am not going to chase them for the long-term here. Will buy on dips for earning plays though. Remember ltxx. Last time when we talked it's around 14+, I sold 3/4 of my holdings around 40 this month and will add back some if I can get some good dips. Iris