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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 185.06+8.1%Jan 2 9:30 AM EST
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To: Investor2 who wrote (2531)9/9/1997 5:22:00 PM
From: Proud_Infidel   of 10921
 
the best time to buy is when everyone else is panic selling and the price has been driven to rediculously low levels

I2,

I agree with this wholeheartedly. However, one must also look at the big picture here. AMAT and the other equips have only just begun to ship 300mm tools in what is going to be the largest retooling in semi history. So, for me, I'll start looking for panic when I feel that we have passed at least the midway mark of this current cycle. Probably at least another year.

Brian
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