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 155.15

+2.1%

3:59 PM EST

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To: Ian@SI who wrote (2310)	7/7/1997 10:26:00 AM
From: WALLY THE SANDCRAB	of 10921

Ian: I remember you saying somewhere on one of these threads that you still need to learn how to sell. The same goes for me, until this morning. The air got a bit thin, and the crab (a serious long termer) cut out half or more of the following positions: Applied, KLAC, Lam, Mattson (will rebuy somewhere below 11), Novellus, and SVGI. Reason: Overpriced. It doesn't hurt as bad as I thought it would. Wally

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