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

To: Zeev Hed who wrote (8434)	7/8/2000 2:07:28 PM
From: Gottfried	Respond to of 10921

Zeev, thanks for your take. Whether prices have peaked is the controversy I see on several threads. More people now talk of getting out as soon as price hits the 2000 high again. It's ironic that they would have been flamed severely if they had sold THEN, in March 2000. Thread exuberance has subsided now. Since SEMI bookings track ww semiconductor sales well, I've added the May ww data point here... geocities.com Still looks OK. Ratio is down slightly, which is OK. geocities.com But May data is ancient. Gottfried

To: Zeev Hed who wrote (8434)	7/8/2000 5:15:58 PM
From: scott_jiminez	Read Replies (2) \| Respond to of 10921

To be perfectly honest Zeev.... It is precisely when I begin seeing posts promoting sentiments such as yours that I start to think about adding more semi-equipment stocks to my portfolio. I've seen it too many times - the sector behaves completely contrary to what the mavens are advertising. And the mavens, such as yourself, are clearly camping with the sollies. This time won't be different: we'll have our normal ~4 year cycle. Hence, we're about half way through. Crystal ball polishing is not, repeat not, a proprietary sport.