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 164.29

+2.3%

3:59 PM EST

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To: Q. who wrote (2763)	10/17/1997 9:27:00 PM
From: Sam Citron	of 10921

John, What do you make of these declines? Has the equip correction run its course? How are you positioned in the sector and what have you been doing lately? Tonight semiequips are about 15% of my portfolio (AMAT and KLAC), up from zero % last week. For the most part, I took profits on semi equip sector much too early. SC

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