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

To: LLCF who wrote (3664)	12/5/1997 1:15:00 PM
From: Thomas J Pittman	Respond to of 10921

David, I agree with your observation. I noticed how the drop off corresponded with the fall. Its funny,... I wonder if we weren't talking semiequips because all of our holdings were getting trashed so badly that it would have been embarrassing? Anyway, I have been spending a lot of time trying to determine whether or not I could have played this whole thing better. I hold a couple of the companies that are typically discussed here and the only one that I sold in the recent upswing was 1/3 of my lrcx holdings. Unfortunately I sold into the upswing and so did not sell very close to the top. However, now my avg costs are very low and the current downswing is more of an interesting event than something catastrophic for me since it has never been my goal to dump them in the short term. However, you may be right. There seems a vast lack of comment here and elsewhere on these companies. Given Asia events and other activities, you would think there would be a great deal if interest. Is it a bullish sign You got me. J