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

To: Jurgis Bekepuris who wrote (3700)	12/10/1997 9:15:00 PM
From: SemiBull	Read Replies (1) \| Respond to of 10921

Raimondas, Maybe its just the fact that its been a very long day, but I guess I missed where in the article Dauvin turned bearish. Irrespective of the SEA "problem" which is already factored into today's prices, where do you see Dauvin saying anything bearish about the sector? TIA....SemiBull

To: Jurgis Bekepuris who wrote (3700)	12/11/1997 1:47:00 AM
From: Cary Salsberg	Read Replies (3) \| Respond to of 10921

Raimondas, RE: "...what is your strategy regarding semi-equips?" I bought LOW, but I didn't sell HIGH. I will wait to buy LOWER, and if I buy enough, I might sell some HIGH the next time. Translation: I will buy more EGLS, LRCX, NVLS, SVGI, and UTEK if they move lower than my average costs (14.5, 27.75, 26.75, 18.75, 18.5). I will buy more AMAT and KLAC when I am buying the others. "More" means increasing my investment between 25 and 50%, depending on the amount of my previous investment. Cary