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 155.15

+2.1%

Nov 26 3:59 PM EST

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To: Defrocked who wrote (3029)	10/25/1997 4:55:00 PM
From: Joan Osland Graffius	Read Replies (1) of 10921

Hi Defrocked, thanks for your thoughtful post. I also do not like what I see. IMO markets getting rattled around the world is not a good sign. I successfully had been playing the margin game for the last 3 or so years but recently cleaned up all margins and created a fair amount of cash. I have not been sensitive to SI folks and their margin (long) holdings, and agree this could be dangerous until the economic uncertainty is out of the global markets. I also am a long term investor and am holding all my long positions, i.e. companies that I have owned for years and IMO will weather any economic down turn, but have shorted SPY to dampen any short-term down turn effects on my portfolio. There are some interesting times ahead and we will learn more how the current global economy works. Joan

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