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 160.99

+0.2%

Oct 30 3:59 PM EDT

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To: KMcKlendin who wrote (10890)	11/20/2008 9:21:17 AM
From: Cary Salsberg	Read Replies (1) of 10921

I am long AMAT, ASML, KLAC, NVLS, ALTR, XLNX, LLTC, MXIM and my plan is to hold equal dollar amounts of the 8. I have been buying the ones that are behind the others in dollar amounts. In the current economic scene, I have favored the semis over the semi-equips, but I haven't decided how to spend the little new money I will have available from dividends and 2009 Roth contributions. I like AMAT's move into solar and its diversification, but I am aware that new areas tend to be riskier.

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