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 172.27

+4.6%

Dec 19 9:30 AM EST

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To: Sam Citron who wrote (3365)	11/10/1997 6:40:00 PM
From: Scott Maxwell	Read Replies (1) of 10921

Sam and all (slightly off-thread re RMBS): The lockup on insider sales of RMBS expired today, accompanied by the usual spike down to 44. Given what appears to be a fairly secure lock on the future (2000+) mass market for DRAM, this is the first time since the IPO I've been tempted to buy in since the price now appears to offer a reasonable return for the risk. Disclaimers: 1) I'm a friend of a principal 2) I have no inside info 3) Investigate and decide for yourself.

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