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Technology Stocks : Kulicke and Soffa -- Ignore unavailable to you. Want to Upgrade?

To: ncs who wrote (2566)	2/9/1998 5:28:00 PM
From: HoodBuilder	Read Replies (5) \| Respond to of 5482

In few words, AMAT goes up so goes the semi equips, AMAT goes down , well you know the rest. I sold all of my uncovered and unhedged stock today at $24.00. I'd rather miss the run if there is one because my bet is still to the downside. For all of you who made money from $18 to $24, I maybe the best contrarian indicator on Wall Street. I'm still gonna hang in but I've re-allocated funds from semi equips to CPQ,MRK,SYBS(long shot),and SVRN. My portfolio was too heavily weighted to semi equips and in the short term I see too much downside. Good luck to all