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 142.62

+2.2%

3:59 PM EST

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To: Rick Storm who wrote (3666)	12/6/1997 4:09:00 PM
From: Cary Salsberg	Read Replies (1) of 10921

Rick, I'm still here and I thank you for your concern. I have been a long term holder of the semi-equips and recent events have given me some hindsight blues. I will begin to add to my positions if prices fall below my average costs. I can't say I have any special insight into the mess in SE Asia, but I believe it contributes to the worldwide deflationary scenario which does not bode well for technology. I would limit the portion of my assets in technology and try to accumulate the highest quality issues when the market provides bargain opportunities. Cary

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