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 166.37

+4.4%

3:59 PM EST

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To: orkrious who wrote (9778)	4/21/2001 11:13:55 AM
From: Kirk ©	Read Replies (1) of 10921

Anyone investing in this industry today has to expect relatively modest returns with decent downside risk. That was not true two weeks ago. Agree. Also, someone else said there could NOT be a better time to sell. I say "Tell that to the person who sold me shares last December." Maybe the market is saying that AMAT is worth a premium similar to GE? I think GE is over valued on straight fundamentals, but GE continues to deliver even in rough times. Investors like consistent earnings. AMAT has proven itself well and it seems that LRCX is getting an even larger premium that I don't understand. I have to admit that I am would not be a buyer now at these levels.... The easy money has been made on the upside. I'm looking to lighten up if the rally starts to fizzle with my small percentage of trading shares. Call it profit taking if we continue high and call it "getting more ammo" if we correct back some while the stock waits for fundamentals. If it were easy, I keep telling myself, we'd get CD interest rates... 8) Kirk

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