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Technology Stocks : CFM Technologies Inc. (CFMT) -- Ignore unavailable to you. Want to Upgrade?

To: Duker who wrote (663)	5/19/2000 5:02:00 PM
From: Proud_Infidel	Respond to of 721

Duker, How have you been? Haven't talked for awhile. Do you still hold LRCX or VSEA? Awhile back you didn't feel good about valuations and you look brilliant for shedding some holdings in AMAT and others. I bought into LRCX today at 30 with the only cash I had, since I don't wish to use margin with my equity declining. We are once again in the midst of a pretty scary market, although nothing like '98(yet!). I am interested on your thoughts regarding techs, especially since now much of the air has been left out of the balloon. PM me if you wish. Regards, Brian