Semi-Equips - Buy when BLOOD is running in the streets! Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 159.33

-1.8%

Nov 7 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Alastair McIntosh who wrote (10621)	8/16/2002 10:55:22 AM
From: Robert Douglas	of 10921

Re: I think DELL is the biggest slam dunk short there is. They'll eventually be an electronic retailer like BBY or a contract mfg like FLEX. .5 times sales tops. Right. Dell is not a tech company. They are a commodity distributor and will eventually be valued as such. Great! If the end products are commodities, (phones, computers etc.) and the semiconductors that go in them are commodities (DRAMS, microprocessors etc.) then all the profits from the growth of technology around the world will flow to the semi-equipment makers! I think I'll go buy some more of these companies today!

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next