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 164.68

+6.2%

3:59 PM EST

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To: Cary Salsberg who wrote (3342)	11/9/1997 7:49:00 PM
From: Jerry Olson	Read Replies (1) of 10921

Hi Cary I've been buying and selling the semis for 2 years now...KLIC-KLAC-AMAT etc...I live in Phila near KLIC and know the co very well...I trade the stock all the time... While I can foresee problems with capital equipment purchases being curtailed at some point next year...It has not happened at this Moment.. The co announces eps on Fri before the open, the Point & Figure chart looks ready for a pop to 35 and over, after dipping to 27=28 maybe tommarrow.. I'd be curious as to your feelings on the semi-equip makers with ties to Asia...KLIC gets paid in US dollars, and of course is selling to THE biggest and the best in that part of the world... Also I loved AMAT's CEO on 2 occasions dead panned any reporters questions about the current debacle...He looked very bullish, and very serious about it...They announce on the 20th.. One more piece of info..NSM, very strong stock and co...CEO was smiling like a cheshire cat...He's booked till 2002!!!! Enjoy everyones posts here, My Regards, Jerry

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