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 160.52

-4.9%

Dec 12 9:30 AM EST

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To: Ian@SI who wrote (9409)	1/23/2001 10:54:16 PM
From: Gottfried	Read Replies (1) of 10921

Ian, >I fail to see the significance obtained from looking backward at the BtB in this fashion as opposed to attempting to look forward for drivers of the sector. < We have to look at everything because we never know what the market will use as an excuse for higher or lower prices. Think 10 months ago. Depending on ASSUMED fundamentals in the future alone has been dangerous to financial health. While it may not give the right results either, extrapolating from existing data [fundamental or price] can be useful. Regards Gottfried

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