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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 156.06+0.6%12:59 PM EST

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To: Ian@SI who wrote (3002)10/24/1997 12:19:00 AM
From: John Sikora   of 10921
 
Ian,

This latest round of profit taking has led to many opportunities. I have yet to re-establish positions but my list FWIW:

SFAM -45
ADEX -28
AMAT -36
SVGI -27
EGLS -20

I recently bought KLIC as well...It's been a nice correction but this is not 95,96'. Nov 20 AMAT CC will steer the ship but my thinking is we will rally into that date and w/ any positive outlook we'll be off and running. I understand the buy and hold mentality but this industry IMO just begs to be traded..
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