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 142.62

+2.2%

Nov 21 9:30 AM EST

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To: Cary Salsberg who wrote (2382)	7/28/1997 1:48:00 PM
From: still learning	of 10921

What is your current view of NVLS? I have held a poosition for about a year -- through the big run up. I am still very confident in the long term, but concerned about the current price levels. I do not want to incur cap gains, though I may short against the box. Are youcurrently overweighting, underweighting, or exiting NVLS relative to overall semi-equip portfolio?

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