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 160.99

+0.2%

Oct 30 3:59 PM EDT

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To: Sam Citron who wrote (10885)	11/18/2008 11:44:52 PM
From: Cary Salsberg	Read Replies (1) of 10921

Hi Sam, I didn't follow my advice to you, in 2007, about watching the Feds reaction to the mortgage crisis and I have become a passive buy and hold investor. There is plenty of blood, but I find I would rather buy ALTR, XLNX, LLTC, MXIM than AMAT, ASML, KLAC, NVLS. I will have my 2009 Roth IRA money soon and I will continue to reinvest my dividends. My target has been equal dollar value for all 8 and KLAC and NVLS are my smallest holdings. I will do some research before next year to see if I will bring KLAC and NVLS up closer the the dollar values of the others.

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