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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (25597)12/23/2006 11:05:08 AM
From: anializer   of 78670
 
I did the same thing on LRCX. Can't seem to get the entry points on these wild animal tech stocks correct. The fundamentals still remain excellent with high margin profits and a 38% market share, but the stock price action is a totally different animal. The Company's recent conference call reiterated a worst case scenario of 25% margins if the industry were to experience a severe downturn. Go figure.
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