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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: John Stewart who wrote (8388)	5/22/2000 8:02:00 PM
From: scott_jiminez	Respond to of 10921

<<...as some of the smaller caps/and or weaker issues down now by > 50% from the highs.>> Inflation MUST be manifest. LSI is down 50%. Market cap - $14 bil. Better interpretation: small investors have just gone 20-20 on the equipment stock bear run. I'd say get out your tackle and beware of the shellfish.

To: John Stewart who wrote (8388)	5/22/2000 11:07:00 PM
From: djweiland	Respond to of 10921

read the thread title.

To: John Stewart who wrote (8388)	5/23/2000 8:48:00 AM
From: Dr. Mitchell R. White	Respond to of 10921

Yes, but-- <g> What was that two-hour rally that we bears got run over by late yesterday? Cheyne-Stokes breathing? In any case, it was amazing that the NASDAQ got back to nearly even after being down so far. Maybe I missed on the support level, eh? Naaaaah. There was more Pollo Borracho Syndrome at work in most of that; money fleeing the Dow and elsewhere, and it all got stuffed into the COMPX. Today's another day, and I still have this feeling that the bears will be stampeding the bulls for a while. 'Course, I've been in love several times too, for what that's worth.... <G> Mitch

To: John Stewart who wrote (8388)	5/25/2000 10:32:00 AM
From: Ian@SI	Read Replies (2) \| Respond to of 10921

Hi John, Are you still on the "bear list" today? It seems to me that the INTC N.M. new fab announcement has confirmed that the tech revolution is alive and well; that the Semiconductors, their equipment companies and those building semiconductor based products will continue to thrive for several more years to come. that the 300mm build will be contiguous with the current cycle in the sector. i.e. I'm still in the Bull camp; even though I've lost several of my RBCs (about a pint or 2). Bloodied, but not broken, Ian.