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 159.74

+1.0%

Dec 3 3:59 PM EST

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To: capitalistbeatnik who wrote (3794)	12/13/1997 3:07:00 AM
From: Chia-Bin Wang	Read Replies (1) of 10921

2 year bull run can be ruined by a single announcement, just look at EFII. Down 61% in A DAY. We are creating WS beasts (fund managers). They can certainly work closely with those analysts to make a storm accross the Wall Street.They become the dealers of the big casino of the capitalism world. Investing in real value become non-sense under this kind of price swing. The cap of YAHOO is now over KLAC. Of course, if the time is right, they will make a kill on YHOO. Just they think the time hasn't yet to come. All semi-equipment looks pretty cheap right now, but may still not good time to buy. The chart looks pretty ugly. Funny that we may see some of these company reach record revenue but hte stock price reach 52-W low. Look longer term, it seems buying periodly on these companys will be better than rush all in right now. The SEA effect can last 2 more quarters. Long cash and wait for a time to long AMAT, KLAC, TER, KLIC, UTEK, NVLS, IPEC, and more ...... (some of the are close to BV now ...)

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