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 162.79

+2.6%

1:24 PM EST

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To: Cary Salsberg who wrote (3062)	10/26/1997 9:37:00 AM
From: Proud_Infidel	Read Replies (1) of 10921

I own shares of AMAT, KLAC, NVLS, and UTEK. I started buying during the summer of 96. I made a big mistake by ignoring INTC, LLTC, MXIM, ALTR, and XNLX at that time. Cary, I noticed LRCX was no longer on your list. Unless I have premature Parkinson's, that was one of the stocks you chose last summer? Were you scared off by the temporary<I hope> loss of market share to AMAT? IMO, LRCX should outshine AMAT over the next 24 mos. as it's margins improve, causing EPS to skyrocket in % terms with the concurrent increase in Revs. TIA Regards, Brian

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