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

To: geoffrey Wren who wrote (9618)	4/4/2001 5:47:36 PM
From: WTSherman	Read Replies (2) \| Respond to of 10921

Possibly darkest before dawn? Actually, I do think its time to start doing some minor shopping. In particular, there are an increasing number of companies that are trading at or close to the value of the cash they hold. Some are trading well below the cash they have on hand and have no debt either. There are even some that are profitable, trading at or below cash and have no debt. Unless we are facing an outright depression(always possible, but, unlikely) these companies will be worth at least double what they're selling for, in 12 months.

To: geoffrey Wren who wrote (9618)	4/4/2001 5:52:01 PM
From: Zeev Hed	Respond to of 10921

I think it is a little late for 100% cash here, but i expect a rally to get the SOX back to about 530 or so, and then, that might be an interesting consideration. I am actually at only 10% cash here, a very rare occurrence for me. Zeev