Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 157.46

-2.2%

Oct 31 9:30 AM EDT

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To: Kirk © who wrote (10892)	11/20/2008 2:09:04 PM
From: EACarl	Read Replies (1) of 10921

Kirk, one of your favorites (at least it was), and on my shopping list of great balance sheet stocks in the sector, is VRGY (now ~$8 with over $6 in cash and no debt). Earnings coming next Tuesday, probably not good but it's been slaughtered lately anyway. Based on their relatively low fixed costs relative to others in the sector, I don't expect the red ink to be too big (not counting any special charges). In fact as the stock has declined, it has made its way near the top of my list of "safer values" in the sector along with RTEC lately. How do you feel about it? Regards, Eric.

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