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 218.30

+8.6%

Jan 9 3:59 PM EST

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To: Cary Salsberg who wrote (7953)	7/3/1999 8:40:00 PM
From: Demosthenes	of 10921

Cary, I was writing this post to you earlier today when my brower crashed and then said to hell with it. But upon reevaluating your post to Ian and Thomas I have to comment on the value of this thread and your contributions. I am developing a sell strategy, and as you say, it has to be done in the context of how big I think this up cycle will be. It also has to be done in the context of what OTHERS think it will be. I believe it will be a multi-year cycle, assuming the mkt holds together. And if the cycle goes into 2001 as I am hoping, I have a general target to sell sometime in the summer/fall of 2000. This is my current guess, which could certainly change soon. Do you have a tentative timeline like mine? Do you base it on PSR? or BTB? or both? or something else? You contributions are appreciated. Rgds, D

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