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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: Mr. Sunshine who wrote (10792)2/6/2003 7:15:37 PM
From: Sun Tzu   of 10921
 
Each of these is a leader in their respective fields to the extent that they can be considered monopolies. Being a "monopoly" is a good thing for the shareholders :) As for the entry level, I am not quite sure. Certainly I'll be a buyer if they hit the 52wk lows and will continue to buy if they keep going down. Barring that, I will wait until I am confident the market is turning around. With cyclicals, weekly or even monthly fluctuations don't matter much, if you catch the cycle early enough.

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