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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: orkrious who wrote (5471)	9/23/2000 9:28:26 AM
From: Zeev Hed	Read Replies (1) \| Respond to of 30051

Jay, I still think that we have a major rally coming up in the semi equip sector driven by outstanding earning the quarter, but as I have warned before, the stocks have peaked some time ago (I have been taking a lot of heat on this from all quarters), the highs for this cycle in most of these stocks are probably in. Yet, I am long VECO, NVLS, CYMI and as of yesterday I am back in BRKS as well. The first two, I believe have a good chance of making marginal new highs, the latter two, from here, at best a 50% move no new highs. Zeev irrevolute.iuma.com