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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 248.23+3.5%Jan 29 3:59 PM EST
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To: Q. who wrote (3781)12/12/1997 8:14:00 PM
From: Ian@SI  Read Replies (2) of 10921
 
John,

I think many of us, myself included, are having second thoughts about the wisdom of "buy and hold" in this particular sector. Hindsight is always so much better.

I still don't see a scenario where .25æm, 300mm or other productivity intiatives will be stopped. Perhaps slowed down in some areas but not stopped. If anything, the MU's of the world will stop bellyaching about how unfair the asians are and take advantage of this opportunity.

Secondaries were necessary to support the growth anticipated by all. No point second guessing now, IMO.

Ian.
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