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 158.70

+1.0%

Dec 5 9:30 AM EST

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To: Stu Bishop who wrote (3818)	12/14/1997 9:02:00 PM
From: LLCF	Read Replies (1) of 10921

<Is the blood going to increase or decrease from here. Opinions?> Well, some of the more cautious people on the equipment threads and other periodicals (Carl Johnson's "Infrastructure") were saying during the frothy times (frothy in hindsite) that these stocks should (could?) trade much cheaper... they were right. It seems that some of the stocks are approaching the value numbers that were bandied about (10 PE's etc)... seems like if you think the group in viable you have to buy some of your favorites here and expect em to go lower where you would add to the position. My question in whats everyones favorite... from what I've read it seems that AMAT, BRKS, SFAM, EGLS and ASYT are well regarded? Maybe throw in ASMLF, SVGI, or UTEK for lithography?? Whats everyones favorites and let the nibbling begin! DAK DAK

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