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

To: Logain Ablar who wrote (9359)	1/20/2001 5:59:53 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 10921

Joseph was late a good quarter in his call, he might be late on his next upturn call again, but right now, I agree with you, caution is warranted, unlike Dec 20th and Jan 3 dates where I went berzerk with almost no cash (g). I remember late in December responding on the "Steve thread" why I was not buying this or that, my response was "outa cash". It is very different this time (going into the weekend at 43% cash, I am planning little redeployment into FOMC meeting before I'll get down well under 40%) and January is not out yet (g). Zeev