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

To: Jess Beltz who wrote (4765)	2/9/1998 8:56:00 AM
From: shane forbes	Read Replies (1) \| Respond to of 10921

RE: Also, for what its worth, I think that there will be some more market reversals in SE Asia in the next 3-4 months, so I would trade the sector in the short term and not go whole-hog on the L-T investment vein just yet. Yup that's the way I see it exactly. That's why my initial gut feeling over the week-end was to sell into what I hope will be reasonable prices today. I'm not entirely sure what I will gain by holding. Other than perhaps a nice s/t rally perhaps... The funny thing is that the stocks overall in the sector seem to be behaving very well. With the AMAT call there could be a sharp reversal of course. And like you say and the way I feel even if the stocks do go up they will come down again. All is not exactly fine and dandy in Semi-Equip Land over the next few q's would be my sense right now. But I guess until AMAT's c.call no one knows for sure. Maybe I should sell then... damn...