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To: Ian@SI who wrote (985)12/16/1998 12:09:00 PM
From: rsie  Read Replies (1) | Respond to of 3661
 
thank you for all your helpful ideas/suggestions over the past year....I do have a question I would like you to answer(and I2 if he is ameanable) if you would please....

Question: While Clearly the semi equip sector enjoys huge upside when the market turns,the cyclicality puts a great deal of pressure to either take profits on the upside,try to time the top, or an alternative strategy is simply to ride the price back into the
basement. I favor one of the two former and not the later.

I would like to hear exit strategies that you are considering and what indicators (BTB) will you be keeping an eye on as indicative of a bottom dropping out? thoughts? many thanks, Rich