SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 168.26+1.5%Dec 10 3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Sam Citron who wrote (2740)10/17/1997 11:54:00 AM
From: Ian@SI   of 10921
 
Sam,

I couldn't agree more that these 'Friday sales' won't last forever. but they may last for a fairly long time. It never ceases to amaze me what causes fund managers to lose their unitholders wealth. However, I should be grateful. Without the "sellers" whoever they are, it would be much more difficult to make some real money.

Ian.

P.S. Maybe next time, I'll send a note to Paul K. suggesting that the Semi Equipment book to bill is more a trailing than leading indicator with respect to chipmakers. While he generally appears to be more knowlegdeable than most news readers, this time his writers led him astray.

Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext