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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 156.00+0.6%Nov 28 9:30 AM EST

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To: Zeev Hed who wrote (8434)7/8/2000 5:15:58 PM
From: scott_jiminez  Read Replies (2) of 10921
 
To be perfectly honest Zeev....

It is precisely when I begin seeing posts promoting sentiments such as yours that I start to think about adding more semi-equipment stocks to my portfolio.

I've seen it too many times - the sector behaves completely contrary to what the mavens are advertising. And the mavens, such as yourself, are clearly camping with the sollies.

This time won't be different: we'll have our normal ~4 year cycle. Hence, we're about half way through.

Crystal ball polishing is not, repeat not, a proprietary sport.
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