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 202.97

-1.9%

3:59 PM EST

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To: Cary Salsberg who wrote (2512)	9/8/1997 11:06:00 PM
From: Investor2	of 10921

Cary, when you started this thread back in early 1996, you said: - "the street had a STORY, i.e. semi equips are cyclical and the boom cycle is ending." - "new neutral ratings, and company warnings ... have pushed many close to January and March price levels." - "nobody knows how extreme the end of the boom cycle will be." - "This will create a GREAT long term ... buying opportunity." - "I will buy the good leading edge semi-equips when I can pay no more than 2 times cash and 1.5 times book!" Things certainly have changed since you first started this thread. The doom and gloom that was evident in early- to mid-1996 has for the most part disappeared. Stock prices of many of the companies have doubled, tripled, or even more. The good times are rolling! Questions: Do you still "pay no more than 2 times cash and 1.5 times book" to buy good leading edge semi-equips? If it's appropriate to "Buy when BLOOD is running in the streets," when is it time to sell? The semi-equips have come a long way in a short period of time. Best wishes, I2

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