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 218.30

+8.6%

Jan 9 9:30 AM EST

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To: Sam Citron who wrote (2473)	8/28/1997 11:19:00 AM
From: Pankaj Tandon	of 10921

Sam, Re: KLIC Yes, I bought a ton of KLIC, average cost ($17.20), for a while it was my biggest holding. Unfortunately I sold 75% of it (all my tax-free holdings, plus some taxable) at prices ranging from $32 to $39.50). So I didn't get the full appreciation I could have. Plus of course you see my average cost was quite a bit higher than the low of around $9. (My average cost in AMAT is $27.50 and I haven't sold any, so it's been kinder to my portfolio.) I'm looking to buy more KLIC for the long term. I'm being greedy (or is the right word patient?), waiting for a price around $40, or even lower, which I think could easily happen. They seem to be doing a lot of things right, and their partnership with PRIA to automate the back-end could be quite profitable. But they could be quite volatile, and sales could take a pretty quick dip. Regards, Pankaj

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