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

To: Proud_Infidel who wrote (3786)	12/13/1997 12:50:00 PM
From: Gottfried	Read Replies (3) \| Respond to of 10921

Brian, I also agree with your thinking regarding new strategies being required. I will work them out in the next few days. While I have on occasion sold stocks just because I had a double, I have not consistently done so. As for the status of your gains for the year: I'm in the same position as you. I don't want to abandon this sector, now that I have so much expensive experience. Started to get Carl Johnson's Infrastructure news letter on a trial basis. I think Carl is an honest and astute observer of the semi equipment scene. Even he admits in yesterday's letter that he has been blind-sided by optimistic company and analyst projections. Carl is waiting for an AMAT warning. Regards Gottfried