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

To: JSLyons who wrote (9006)	11/13/2000 6:18:41 AM
From: scott_jiminez	Respond to of 10921

Each of us must make his own assessment and act accordingly. That's absolutely correct. I can't speak for Bill, but my agreement with his sentiment was not intended to personally criticize or dis any single 'board member'. In fact, I do find the discussion here helpful and informative (and I can use all the help available, trust me). However this years' experience gives substance to the idea that there's a very wide chasm between the expression of helpful and informative ideas regarding the sector...and the ability to estimate, with ANY degree of reliability, the 6-9 month direction of stock prices in said sector. My impression is that neither Bill nor myself are feeling the heat any more than anyone else who has participated here. We're just looking back at the tone of the posts over the past 6-9 months and conveying our impression. (and if all of this wasn't sufficiently troubling, 'Badtimes' may be upon us siliconinvestor.com

To: JSLyons who wrote (9006)	11/13/2000 11:34:32 AM
From: Kirk ©	Respond to of 10921

RE:BTW - I sold a portion of my SEMIs near enough to the top to be sitting on some cash as the market sinks. Of course, I wish I had sold it all but that's in the past. Yeah, me too. Don't ya wish we could buy a crystal ball that worked? As to your question. I have put SOME of my profit taking back in, but am really holding for the possibility that we get a screaming buy. I'd prefer to NOT hit those levels and let the money from selling some well below the peak, but looking awfully good now, generate money market and GNMA returns for a few years.