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 160.55

-4.8%

Dec 12 3:59 PM EST

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To: Q. who wrote (3688)	12/9/1997 2:28:00 PM
From: Scott Maxwell	Read Replies (2) of 10921

John, I've gone to fully invested over the last few days, and LRCX is one of the real values. As Cary pointed out, AMAT has the market-leader's premium, and it still hasn't been marked down to liquidation values as many of the smaller players have -- if this should occur in a panic near the bottom (which I think we're near or I wouldn't be fully invested!), it would be time to margin to the hilt. Somewhere between "can I get a 5-pt pop this week?" and "I buy and hold forever" is "I buy when everyone hates'em and sell when they're throwing money at'em," where I've been living.

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