SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Pastimes : The Justa & Lars Honors Bob Brinker Investment Club
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Justa Werkenstiff who wrote (11127)1/14/2000 8:56:00 AM
From: Kirk ©  Read Replies (1) of 15132
 
I agree, we are seeing a rotation out of technology at this point and I have invested in the other side of that rotation by buying financials and health care.

I have also moved some money from Tech to Financial but still left money in tech. I don't consider the internet companies "technology" but that just shows my bias as an exhardware designer. I didn't invest in health care as the politics effect just leaves me a bit cold.

I don't consider LRCX any great bargain here.

Oh, no argument here. Itwas a great bargan at $10 or even $30 in the spring, but even now at $113 it has a PEG of 1 and the earnings upgrades are still coming. I've been taking profits out not adding, but I still have high hopes. I also thought Intel and IBM were good and some name people are also in agreement.

of course, the REAL bargain was BOWG which is up 40% YTD, but that one is "easy come.....easy go" as we all know. 8)

Hey... Maria just said "Rotation"... Maybe she reads your site! 8)
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News