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 172.23

+4.6%

Dec 19 3:59 PM EST

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To: Cary Salsberg who wrote (3379)	11/11/1997 10:52:00 AM
From: Sam Citron	Read Replies (1) of 10921

Cary, Bot CKSG @ 13.5625 because blood was in the streets and company appears fundamentally sound. Companies routinely get vastly oversold from time to time because analysts tend to behave in lockstep and uncertain markets near tax loss selling time creates occasional vacuums on the buy side. Worldwide economic collapse is not likely IMHO. US market is simply rather fully valued these days (though temporarily a bit oversold) and will find excuses to correct, at least until new year's pension inflows need to be invested. <g> SC

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