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 155.23

+2.2%

1:02 PM EST

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To: WALLY THE SANDCRAB who wrote (2311)	7/7/1997 11:35:00 AM
From: Ian@SI	of 10921

Wally, I'm still interested. I also bailed out of TNCR, now KLAC (about $8 ago) because I felt it was at the upper range of its historical valuation. It took 1 day to be proven wrong. AMAT and NVLS seem to be a little ahead of themselves. But what insight convinced you to lighten up on MTSN, LRCX and SVGI? Does it relate to ratios (PSR, P/Bk, P/E, ...); relative valuation; recent runup; ... ???? Especially LRCX. TNCR jumped $5 after the merger closed. ASND jumped $11 after its merger closed. LRCX - ONTK merger will close during early August if memory serves me correct. While I have no problems holding through the squiggles along the way, it would be nice to be able to anticipate the next cyclical downturn; and get out with most of my gains intact. Best wishes, Ian.

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