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 164.68

+6.2%

3:59 PM EST

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To: Zeev Hed who wrote (8569)	9/14/2000 11:57:09 AM
From: Proud_Infidel	Read Replies (2) of 10921

a cap of $85 Billions (at around the recent price peak, which I think we can get close to) is very high, even by your standards. Why is that high when EMC, MSFT, INTC, and CSCO trade at valuations much higher yet have LT growth rates similar to AMAT? If you believe the cycles should smooth out over time(as I do), I think these cos are not expensive by any metric you use. BK

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