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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 (3790)	12/12/1997 10:21:00 PM
From: Teri Skogerboe	Read Replies (1) \| Respond to of 10921

<<Or will we be amazed in 10 years at what the new IC's are doing, who's making them, how many are used and for what>> Well put. I buy this scenario. DRAM pricing plot sickens (for now). techweb.com Excerpt: "Prices for a 16-megabit DRAM on the spot market in Taiwan have recently fallen by a staggering 25 percent, to $2.40 per unit this week from $3.20 two weeks ago, said analyst Don Floyd at ING Barings Taiwan Ltd., in Taipei, Taiwan. Prices for a 64-megabit DRAM in the local market have fallen by more than half this year, to as low as $15 as of last week, Floyd said."

To: LLCF who wrote (3790)	12/12/1997 10:23:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 10921

DAK, I, for one, wasn't (and still am not) expecting a return to June 96 levels for all of the leaders. BRKS is almost there. Some 2nd tier players are there. UTEK is closer than I expected. etc. "Buy and hold" for the duration of the upleg has been and still is, IMO, a viable strategy for this sector. i.e. If I don't sell, I'm unlikely to lose anything except a tax credit. Predicting the end of the upleg is not something that any of us knows how to do accurately (or we haven't admitted it at least). I don't believe that any poster on this thread has lost their grip. Not yet, anyway, but I'm close. ;-) We're just trying to learn. Is there a better strategy that we should be applying. This thread helped us get invested at great prices. Now it would be helpful to develop an exit strategy that doesn't forego most of the upleg. IMO, Ian.