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 142.62

+2.2%

Nov 21 9:30 AM EST

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To: Sam Citron who wrote (3213)	10/30/1997 2:34:00 PM
From: Cary Salsberg	Read Replies (3) of 10921

Sam, RE: "What entry points looks appropriate?" Last year they fell to $14.625 while their book exceeded $17. Before the AMAT CC, I would buy at $20, but under $25 is still less than 1.5xbook. After a good AMAT CC, today's price will look like a bargain. RE: "Why so low?" They have tough Japanese competition in Asia. Cary

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