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: Jurgis Bekepuris who wrote (3700)	12/11/1997 1:47:00 AM
From: Cary Salsberg	Read Replies (3) of 10921

Raimondas, RE: "...what is your strategy regarding semi-equips?" I bought LOW, but I didn't sell HIGH. I will wait to buy LOWER, and if I buy enough, I might sell some HIGH the next time. Translation: I will buy more EGLS, LRCX, NVLS, SVGI, and UTEK if they move lower than my average costs (14.5, 27.75, 26.75, 18.75, 18.5). I will buy more AMAT and KLAC when I am buying the others. "More" means increasing my investment between 25 and 50%, depending on the amount of my previous investment. Cary

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