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 159.33

-1.8%

Nov 7 9:30 AM EST

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To: Running Bull who wrote (8243)	2/16/2000 5:57:00 PM
From: Kirk ©	Read Replies (1) of 10921

It seems that some things will never change. I finaly took a bit off the table after 10x gains awhile back and the stocks jump another 30% or more! Still, nice to know I have my initial grubstake and then some out. I guess you either hold for the long term overall trend of up or try to time it to some level. Was it just two years ago that I commented to a friend that it seemed that TSMC would give their eldest son in the deal to have you use some of their capacity? Actually, I think it was only 18 months ago! Believe it or not, what brought me to this market sector was it seemed like a way to buy derivatives on the semiconductor companies without having to pay time premiums and you got capital gains treatment to boot! I sure enjoy the discussion here from the scared bears to the wild optimists. I feel I swing between optimistic to middle of the road. It is also interesting that OPEC seems so similar - raise prices too high and the US builds 80 MPG hybrid cars and outlaws SUVs. Only difference is OPEC just gets their raw material beneath the sand.

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