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 156.06

+0.6%

Nov 28 12:59 PM EST

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To: Cary Salsberg who wrote (3062)	10/26/1997 8:59:00 AM
From: Sam Citron	Read Replies (2) of 10921

Cary, Interesting answer. LLTC, MXIM, ALTR and XLNX all sell in PSR 5-11 range. Even though Twister's question suggested he wanted the best positioned companies for 5 year time horizon, are you really suggesting such beauty queens at current valuations? What entry prices might be optimal? Also, I was quite surprised that you have recently turned bullish on Intel. Could you please trace the evolution of your thought on INTC: how you could have ignored it last year and why you like it today? TIA, SC

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