Semi-Equips - Buy when BLOOD is running in the streets! Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 142.62

+2.2%

Nov 21 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Donald L. Dominicci who wrote (3617)	11/29/1997 8:12:00 PM
From: Ian@SI	Read Replies (1) of 10921

Don, Re "Over 50% of my portfolio is in the Semi Eppt sector" My heart and logic wants to say that, in time, You'll do very well. I assume that your portfolio is large enough to support more diversity. It seems to be from the number of holdings. My guess is that most people would sleep better at night from the benefits of that diversity. Clearly, the "technology" related equipment sales will generate substantial business for "our" companies. The supercharged performance will come when "capacity" related sales are needed to fill up all the new fabs that are being built. Hopefully, we'll see that in 98 or 99. Ian.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next