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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 156.78+1.3%11:36 AM EST

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To: Ian@SI who wrote (8403)5/28/2000 9:15:00 PM
From: Demosthenes  Read Replies (1) of 10921
 
Ian,

<<I still see a strongly rising tide in this sector for more than another couple years.>>

Ditto that. My concern at this moment is how much will the fears of and/or the reality of a recession affect the stock prices of these companies even while they prosper and grow earnings. Earnings drive a stock's price, or at least that's what we all once learned a long time ago.

D
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