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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 165.05+5.9%3:59 PM EST
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To: Gottfried who wrote (10729)11/4/2002 2:18:59 PM
From: Cary Salsberg  Read Replies (2) of 10921
 
Gottfried,

On valuation:

ALTR and XLNX are $1.65 below the bottom of my range.

AMAT, NVLS, and MXIM are closer to the top of my range.

KLAC is $1.70 above the top of my range.

LLTC is in the middle of my range.

At this point, cash should have been used at lower prices and sales are more for traders.

Cary
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