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Strategies & Market Trends : Bill Wexler's Profits of DOOM -- Ignore unavailable to you. Want to Upgrade?

To: Bill Wexler who wrote (4254)	1/26/1999 6:23:00 PM
From: BelowTheCrowd	Respond to of 4634

Bill, Sounds like we're in agreement. I've got close to a triple in the stock in just a few months, and the semi cap equipment companies are now so grossly overweighted in my portfolio that I'm just plain feeling uncomfortable. Maybe I'll take out some of the KLAC and LRCX rather than AMAT. In any case, it certainly seems to have some nice momentum today. Glad I'm still holding, but I might get out of a piece of it when it stops. mg