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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 139.60-6.2%Nov 20 3:59 PM EST
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To: Coolwire who wrote (8146)11/14/1999 1:15:00 PM
From: Gottfried  Read Replies (1) of 10921
 
Jarrett, I remember dimly that peak PSR for AMAT has been 5
in past cycles. I could find a chart if anyone is
interested. If I were still long AMAT I'd certainly try to
protect my gains here. As for >is the cycle about to
turn less positive soon?< It depends mainly on orders
for semi equipment. I don't know how to guess at that, but
here's past history...

Message 11739680

G.

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