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 143.23

-2.9%

3:59 PM EST

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To: TI2, TechInvestorToo who wrote (7922)	6/18/1999 9:55:00 AM
From: w0z	Read Replies (1) of 10921

I'm in the same boat (heavily weighted holdings in NVLS and AMAT at a fraction of today's prices). The sector still looks great but I'm wondering if other smaller companies have more upside potential than NVLS and AMAT. Thinking I may sell the common of NVLS and AMAT, buy long term options on the same and investing the remainder in other semi-equips that are not so fully valued. Any thoughts anyone?

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