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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 172.27+4.6%Dec 19 9:30 AM EST
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To: Ian@SI who wrote (3364)11/10/1997 3:24:00 PM
From: Sam Citron  Read Replies (1) of 10921
 
Ian,

ASYT, BRKS and PRIA all shed at least 60% of their market value from their Fall '95 peaks to their Summer '96 troughs. Perhaps they were a bit less cyclical than the front end or back end equipment suppliers, but they behaved much the same way. I do not have their earnings comparisons handy but would doubt that they experienced above trend growth during that period.

Here is something bullish to ponder: December and January are traditionally the two most bullish months for stocks. ;-)

Hey, let's forget about the equips for awhile, buy some importers and sell some exporters. <g>

SC
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