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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 240.18+2.9%2:57 PM EST

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To: 16yearcycle who wrote (3869)12/16/1997 5:33:00 PM
From: Proud_Infidel  Read Replies (1) of 10921
 
Re:. A pe of 25X next years earnings was historically high, therefore you sell

Gene,

I am going to have this mounted and put in every room of my house. The lessons of the past two months are lessons I NEVER want to relive!!!! I did not have a plan for escape on the way up since I thought we would ride the cycle on AMAT to ~150 with bumps of about 20%, nothing more. This was one hell of an expensive lesson, but if I can avoid it next time, was well worth the price.

Regards,

Brian
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