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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: Sam Citron who wrote (3527)11/17/1997 10:10:00 AM
From: Cary Salsberg  Read Replies (3) of 10921
 
Sam,

RE: "Drew Peck...says that he finds most CCs a waste of time..."

I agree, but the AMAT CC definitely has not been "a waste of time."

DAK,

Yes, there is a scenario that would call for selling. A statement about "lack of visiblity" in the second half of 98 and a refusal to give full year booking and revenue estimates will likely cut the price in half!

Cary
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