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Technology Stocks : Semi Equipment-Sell when they're singing in the streets -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (75)	5/3/2000 12:01:00 AM
From: Kirk ©	Read Replies (1) \| Respond to of 276

RE: People in the know selling early... I still think these might be employees at chip companies like Intel that start to see order cancellations. They can't sell their stocks but they can sure sell "derivitive type" investments (I think). It could also be a group that regularly sells on every dip of some sort and they buy back later but just look like they knew before? Sort of like the momentum investors that bail at the first negative report and then buy back later if the reports look good again. Or could it be normal allocation moves that just look smart? For example, say you want to limit your total portfolio in the sector to 20% of net worth. You might sell a big chunk after every run up so when it does turn, you look pretty smart on that last sale (but it was just an automatic asset allocation sale). Sort of like looking for the holy grail.. this "golden exit point". Kirk (I'll just wait for someone to ring the bell) out

To: Gottfried who wrote (75)	5/7/2000 12:44:00 AM
From: Dr. Mitchell R. White	Read Replies (1) \| Respond to of 276

Hi Gottfried! "Who are these people? How do they know? Can we infiltrate their ranks?" They're insiders. That's how they know. And to answer the third one, well, you know any of these manufacturers who need a good director or junior VP? I'm available. <teehee> Seriously, I don't yet know what the coincident (or much better, leading) indicator of when to sell really is. I'm as much interested in this as you are, I believe, and I'll keep looking at stuff in search of it. Maybe between us and all the other fine threaders hereabouts, we can find that magical indicator! In the meantime, we can just sit back and watch the stock rise. I think we've got time, yet.... Mitch