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 161.21

+2.4%

Nov 3 3:59 PM EST

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To: OldAIMGuy who wrote (10787)	2/6/2003 12:12:16 PM
From: Mr. Sunshine	Read Replies (3) of 10921

Seems to me that blood is starting to run, or at least trickle a bit, in the streets. This would be a great time to get this thread active again. Any recommendations? I own COHU, CYMI, and EGLS (just a little bit) and sold some naked puts on AMAT @ 10. Anyone have recommendations for extreme value plays in the semi-equip sector, especially companies with little or no debt that will do well in the next up cycle?

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