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 142.62

+2.2%

Nov 21 9:30 AM EST

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To: Kirk © who wrote (10101)	1/26/2002 12:55:09 PM
From: Cary Salsberg	Read Replies (1) of 10921

I have said that I owned LRCX and that it was my most profitable holding from 1996 to 2000. I don't think I have any bias against LRCX that is unwarranted. Your statement that they are equal to NVLS in quality must ignore all history of both companies. LRCX has been run, recently, by new management and there is reason to believe that this team is as good as the AMAT and NVLS teams. I think it is reasonable for you to bet on this team, but you seem to have lost your objectivity with respect to LRCX.

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