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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: still learning who wrote (2392)7/28/1997 2:22:00 PM
From: Cary Salsberg   of 10921
 
still learning,

I am holding my positions in AMAT, EGLS, KLAC, LRCX, NVLS, SVGI, and UTEK. The semi-equips have done very well and the current price levels reflect expectations of a robust recovery and much higher EPS.

NVLS has added additional risk and potentially a very big reward with the purchase of Varian's PVD division, and their balance sheet was weakened by the purchase and the AMAT settlement. I still believe that NVLS is a premier player in the group and I am not concerned too much about the current price.

If you are a trader or you have all your assets invested in the market, some profit taking in the group and NVLS would make sense.

Cary
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