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Technology Stocks : LRCX this one looks good
LRCX 157.44-2.2%3:59 PM EDT

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To: Mr. Sam who wrote (107)2/27/1996 9:47:00 PM
From: William Markunas   of 142
 
Sam ... once again thanks for your informative positing .......
I will probably read it about 5 times .....not kidding ....

Actually did some research on ....KLIC ... and was tempted ....
by the cheap multiple ... and past prior growth rates ......
appreciate .. your comments on this ......(but will probably stay away for now) .....
think I own enough of the semi-equip guys for now .....
Definitely feel pretty confident about there future prospects ...
even know market is beating them up right now .....
i'm actually even on all my positions .... right now ....

It sounds to me like LRCX and AMAT .... equipment must be purchased ...
for sub 0.35 .... semis .... making their futures brighter .....
Very excited about LRCX .... can see them growing 20-25% ... if industry remains healthy ......

thanks for your help ......
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