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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 215.82-2.1%2:52 PM EST
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To: scott_jiminez who wrote (8439)7/9/2000 11:23:24 AM
From: Ian@SI  Read Replies (1) of 10921
 
Scott,

If the past always repeated itself exactly, then all the money would be in the hands of the TA practitioners. None of them can hold a candle to the likes of Buffett or Soros, so I guess there's still some hope for the fundamentalists! ;^)

Current upleg has several things going for it.

1. Capacity buys: Should sustain the rally at least through 2001, if not into 2003.

2. Shrinks.

3. Technology buys such as Cu.

4. 300mm: First the R&D, then the production rollout, then the yield improvement.

5. Continued Global recovery and economic expansion. i.e. the reverse of the Asian Contagion.

Of course, all those who are much smarter than I could ever hope to be, will make infinite gains by perfectly timing every interim peak and dip. Alas, I have to content myself with merely trashing the market returns by just buying good companies then holding them.

FWIW,
Ian
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