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 159.33

-1.8%

Nov 7 9:30 AM EST

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To: robbie who wrote (10654)	8/18/2002 3:30:55 PM
From: Mark Marcellus	Read Replies (1) of 10921

I should be paid a commission for recruiting people to this thread Causing a deterioration in the signal/noise ratio does not merit a reward. please list for me your contributions to the thread, if it wouldn't be too much trouble. Mostly lurking, and posting only when I feel I have something relevant which adds to the dialogue, which happens on occasion, though rarely. I'm not a "first time" poster, if it really matters. For the most part, I feel that the people actively posting here know a lot more than I do about the semi equip business, so I try to stay quiet and learn from them. When I do contribute to this thread, it will more likely be on fundamental investing topics, an area where I do have some knowledge. I haven't seen any evidence from you that you have expertise in either area. IRT fundamental investing, I don't follow VTSS for the same reasons given by Cary. However, you might want to keep a couple of general principles in mind as you analyze the company: - Stocks "priced for going out of business" trade for pennies, if they trade at all. - There is a difference between the survival of the company and the survival of the common stock. jajajaja I wonder if you ever posted on the TMF Zitel thread. You remind me of someone there. Apologies to the thread for the S/N decline. I'm done.

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