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

To: Bosco who wrote (6963)	10/30/2000 2:48:52 PM
From: Zeev Hed	Read Replies (2) \| Respond to of 30051

Well, good luck, you might get it all right. It is already under $44. I for one, just got back into SCMR at $57.5 this time. Is everyone noting some unusual strength (except INTC and AMD) in the sox? I thought that VECO will drop back down like a stone but it is holding pretty well, and AMAT and NVLS are also holding quite well. Maybe it is time to get back into those murky waters? Well, I just jumped back into both SSTI ($19-7/8) and SNDK ($47-3/4). I also jumped back into VECO at a discount of $2 ($64.5). I am eyeing few other semis as well. CREE got added at $82.125. That gets me back under 50% cash, just about right, I think. Zeev In edit, just got back onto the buss at $55-3/8, I hope not to panic this time (g). Also reentered RDRT at $5-13/16.