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

To: john rieck who wrote (7628)	2/9/1999 6:51:00 AM
From: Alan Siegal	Respond to of 10921

<Is it logical to assume that these laggards will soon play catch-up? Sure. I'm holding the same portfolio I assembled in spring '96 and am getting accustomed to this joyride. I add a bit from time to time during slides, but the market finds me a bit too parsimonious (no N-word for me) to let me get a really good one. Alas my order for AMAT at 20 was never filled, and I was too stubborn to grab for the brass ring at 23. My "thoughts" on the matter is that the analysts/press have not gotten around to them yet. I'm not one to sell stocks, for the usual combined reasons that taxation and the impossibility of timing make it impractical, but the facts that 1) my gains are now all long-term and 2) the upgrades are really coming fast, are making me rethink the position. We went through this a few years ago, when Cary was active. If we buy when there's blood in the streets, shouldn't we sell when the orgy is hitting full swing? Are there any research hounds out there who can give us an analyst hysteria index? It's doubtless highest when the big guys are universally rated as "strong buy". Maybe we sell the biggies when they start praising VECO and FSII. -Alan