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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 (7658)	2/20/1999 12:30:00 AM
From: Gottfried	Read Replies (1) \| Respond to of 10921

Jess/all, updated btb/orders/shipments chart and price/orders charts... btb/orders/shipments geocities.com:80/WallStreet/5464/eqporder.gif [notice repeat of shipment cross-under, just like 2 years ago] AMAT price vs SEMI orders geocities.com:80/WallStreet/5464/ord_prce.gif KLIC price vs SEMI orders geocities.com:80/WallStreet/5464/klic_prc.gif Gottfried SEMI news release dom.semi.org.

To: Jess Beltz who wrote (7658)	2/22/1999 10:57:00 AM
From: Mason Barge	Read Replies (1) \| Respond to of 10921

<<I wouldn't pull the trigger on Semis yet. It's true that they've had a big run-up in the past 5 months >> Not me, Jess. There's just too much money to be made by hitting the big swings every few years. I in 1997 I dawdled and speculated about timing until suddenly half my profits disappeard. I almost made the same mistake in 1998 until I realized that this micro-management was just taking too much time and effort, while risking the main opportunity. I may or may not short some shares if and when the sector rises another 50% and people are screaming about additional gains in the future, but I will definitely not buy back in until the sector sinks again. I'm just going to make sure I get my 100-200% gain on these swings and not be concerned if I leave another 100% on the table.