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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 150.32+5.4%3:59 PM EST

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To: Q. who wrote (2378)7/24/1997 2:08:00 PM
From: steven bengtson   of 10921
 
Cary

I finally took your advise and sold 25% of nvls and klac today
and bought 2000 utek on the dip this morning. Wanted to let you
know that your perspective is appreciated.
A while back you mention that you were evaluating klac and it's
earnings projections. First Call hasn't changed 2Q of $.47 for
90 days. What do ya think?

steven
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