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

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3:59 PM EST

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To: Teri Skogerboe who wrote (3838)	12/15/1997 2:00:00 PM
From: Ian@SI	Read Replies (1) of 10921

Teri and thread, RE: I'm looking to add to positions at bargain prices and agree with Ian on the limited downside of the three he cited Caution re the data: It's from a free, publicly available source. As mentioned in my original post, I haven't verified the data with each company's Edgar filings. I do know that BRKS, for example, is out of date. BRKS sold at less than Book (12.35 or better) on Friday. $12.35 corresponds with the projected 9.7M shares in the prospectus prior to the secondary. The latest earnings report indicated 8M+ shares. My attempt to contact BRKS IR through their website was bounced back to me - no such Email id. Before verifying the data for each of the companies, I would welcome anyone's comments on the approach to setting entry prices. Ian.

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