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 151.56

+6.3%

12:13 PM EST

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To: Ian@SI who wrote (3632)	12/2/1997 12:49:00 PM
From: geoffrey Wren	Read Replies (1) of 10921

Ian, the comparison you make is valid for the largest of large caps vs. large/medium caps, which is what a DOW vs. average mutual fund is in comparison. But I believe it was O'Shaunausy (sp?) who looked at the very long term (70 years or so) and found the best stocks to hold were microcaps with low PSE ratios, which some technology stocks are at this point (e.g., SMTL). But looking backwards to learn what to do today is always problematic anyway, as the French learned to their chagrin with their Maginot line in WWII, but I like the technology micro-caps with low PSE's due to the history and the good prospects for the industry. GTW

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