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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 142.62+2.2%Nov 21 9:30 AM EST
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To: Cary Salsberg who wrote (3214)11/16/1997 6:16:00 PM
From: molemania  Read Replies (2) of 10921
 
Cary - If, as you guess, any negatives that come out in AMAT's CC are already (for the most part) factored into the stock price, why will you wait until after the CC. Isn't the risk/reward ratio skewed towards reward? Won't you miss a big jump in share price (vs a relatively small drop in worse case scenario). I am sure you have answered this before and sorry to ask again if you have, but you have called past events very well and I just wondered what your thinking is.

Thanks
Dave
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