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 152.39

-5.6%

3:30 PM EST

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To: Berk who wrote (10419)	7/15/2002 8:50:58 AM
From: Terry D	Read Replies (2) of 10921

Back from a brief sprint to the beach (in NJ - what we do for our parents) My feelings on Needham jibe with that one - they used to be good, now they are irrelevant - but trading oriented. While I was gone I see that the upturn has been moved to 2006. Whatever. I like them here - but I cannot get too concentrated in tech. I have some ammo for any blow out, armageddon pricing (ALTR at 9, NVLS at 25, etc.) All I heard and read this weekend is that IF investors EVER return to the market - they are buying Coke and cement - NEVER tech, never ever. Sounds good. Loving the VIX up here. PS _ I don't read the Zeev thread - too much noise - but I hear he has a day next week circled. A top? Bottom? Eclipse?

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