Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Ian@SI who wrote (3782)	12/12/1997 8:26:00 PM
From: John Sikora	Read Replies (2) \| Respond to of 10921

Ian, Agreed...We will see continued fallout in the sector IMO...I did well in the first half of the year trading the likes of AMAT, SFAM,KLIC,EGLS and ADEX...My problem now is I tried to catch the falling knives on many of these issues last week and obviously was a bit early. I sold half my positions yesterday AM as I hate " dead money" and will perhaps cut the rest out of my portfolio on any bounce at all. I believe the beneficiaries of this fallout will be the actual chip makers themselves. In the short run I believe we are entering a tech bear market. The perceived jewels of the sector are cracking as well...CSCO INTC and many others. Long term equipment makers will do fine but I'm not willing to wait through a protracted period of stagnation which IMO we are entering...I appreciate your informative posts... john