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 155.15

+2.1%

Nov 26 3:59 PM EST

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To: HB who wrote (3721)	12/11/1997 3:08:00 PM
From: Scott Maxwell	Read Replies (1) of 10921

It's true BRKS looks a little less attractive given PRIA/Equipe. The BRKS price doesn't attract me yet. I'm watching PRIA for one of those rare hours when a fund manager decides to sell no matter what the price. If the world was a rational place, the washout of Korean/SEA equity holders would take place with only minor long-term effects on end-user demand, and thus only minor effects on current capital investment. The premise being false, this "repricing" represents bargain levels only if the real economies of the world are relatively unaffected by a loss of confidence. Probabilities favor only a minor ripple and enough strength in Europe to offset much of this. Bottom line: not quite "mortgage the farm" time, but close.

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