SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 156.06+0.6%Nov 28 12:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Sam Citron who wrote (3283)11/4/1997 5:47:00 PM
From: Jurgis Bekepuris  Read Replies (2) of 10921
 
Sam,

>>I doubt you will find any fast growth techs with market
>> share > 50% at PSR < 1.5 unless MSFT is coming after
>> them. <g>

How about ASYT at the beginning of the year,
when nobody wanted it? It was at 0.8 PSR and >80% market
share. How about KLIC right now? Oh, MSFT is
definitely after them. Grab the money and run! :-)))

Good luck

Raimondas
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext