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

To: orkrious who wrote (16270)	5/21/2001 4:32:06 PM
From: Zeev Hed	Read Replies (2) \| Respond to of 30051

Jay, it is not hot air, it is liquidity now, and turn in profits later. If you remember, last April I had that strange notion that the semi equip peaked because the BTB just could not go much higher than that 1.44, well, right now the same BTB is at .63, and later this week we may get either a number possibly lower. If it is not lower, it is a minimum I the BTB possibly, a good buying place for the semi-equip. The best buying opportunity was when I mentioned it on the semi-equip thread (early April), but since then I already had a sell, and my last buy was again last Wednesday, and today, I have been selling some of these (CCMP, NVLS and DPMI), but held to few others (NEWP, CYMI, BRKS and VECO). I probably sold prematurely, but profits are profits. Zeev