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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 139.60-6.2%Nov 20 3:59 PM EST
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To: Ian@SI who wrote (3651)12/3/1997 8:33:00 AM
From: Proud_Infidel  Read Replies (1) of 10921
 
IAN,

Yesterday, ML also raised its rating on KO. Go figure? KO is traing at ~35 eps yet and is growing at ~ 10x. AMAT growing at ~25%/year yet is given a multiple of 15X FY98 eps and is downgraded after falling 40%, the precise time one should start thinking of accumulating some shares. If anyone can make any sense out of this, please email me.

Regards,

Brian
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