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

To: Logain Ablar who wrote (9944)	1/8/2001 9:42:01 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 30051

Well, I was waiting for a little better price on both CYMI and BRKS (just under $29 for both). I am not chasing them (I still have VECO and AMAT), the reason is that I think the semi equip sector is reaching the top of its bounce range (CYMI reached my actual max target last week at $32 and I sold), and I would get back in only on retrenchments that give me enough "up room". The B2B, and BEAS, well, I have BEAS and it is under water, I would have doubled up today in the low $40, but I was kind of running out of "cash", and felt I should sell some before I commit more (g), my CMRC and BVSN are in the green if the aftermarket prices hold tomorrow. I hope Grasshopper heeded and did not sell CMRC at the bottom today (g). Zeev