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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 160.55-4.9%Dec 12 3:59 PM EST

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To: Scott Maxwell who wrote (3689)12/10/1997 12:13:00 PM
From: Proud_Infidel  Read Replies (2) of 10921
 
Scott,

Check out SFAM also. One of the best buys out there IMO. This one was really brutalized because of their significant Korean exposure. When the dust settles, this will have proven to be one of the great bargains IMO again. BTW, I love LRCX at these levels also. I am still locked into margin and as such cannot take advantage of these opportunities. Envious of those who can.
AMAT did not stay at the 39-40 area long enough after earnings and did not allow me to sell my margined position. :-((

Regards,

Brian
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