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 168.26

+1.5%

Dec 10 3:59 PM EST

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To: Ian@SI who wrote (3575)	11/25/1997 1:00:00 PM
From: LLCF	of 10921

<You have courage. Given how far the semis have fallen relative to the market; and given their prospects, I'd sure be scared to declare that I was "short" in every position I hold.> Sorry about the miscommunication....what I meant was that given the way the techs are acting...I'm short the market (although including small KLAC and SVGI). The last time the techs got whacked 2 days later the market got killed....I'm not short semi-equips big at all...staying pretty "flat". Remember I'm a trader, for my own account I do own a few things. I agree that this group is getting a little "silly"...perhaps buy the group and sell the S&P??? DAK

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