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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 156.86-2.8%10:38 AM EST
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To: Terry D who wrote (10420)7/15/2002 9:03:03 AM
From: Berk  Read Replies (1) of 10921
 
Agree on the tech comment as a general "feeling." Although a notable exception is Seth Glickenhaus (see Gottfried's post), who mentioned Altera as reasonable with potential for very reasonable on a sell off (your 9??). Seth also believes in a second Depression.
Zeev is looking for a bottom this week followed by a modest rally (approx 1500) then new lows into the fall. He has been very, very good with his calls and the "following" appears to be getting larger.
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