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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 158.70+1.0%Dec 5 3:59 PM EST
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To: Jess Beltz who wrote (5806)6/12/1998 8:08:00 AM
From: Mason Barge   of 10921
 
** OT ** <<Another interesting play might be an American firm who benefits from the turmoil like Pier 1 Imports>>

This was priced into PIR share value six months ago and has corrected back down, due to a feeling on the street that their fabulous same-store sales growth can't be sustained. I made one of my better moves this year getting out of this at 28 -- in fact, most of my good moves this year have been sales prior to collapses (and most of my bad ones, failures to sell in time). Anyway, although there might be some upward room for this excellent booming company, be careful with your DD. The effect of lowered sales costs from Thailand, Malaysia, etc may give them a nice rise at earnings time, but it isn't a secret!
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