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 147.55

-1.8%

11:25 AM EST

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To: 16yearcycle who wrote (3879)	12/16/1997 6:56:00 PM
From: Cary Salsberg	Read Replies (4) of 10921

Eugene, I have suggested buy levels of 25, 20, and 15 for AMAT. I usually don't get my last level, but the second is pretty likely. I would GUESS that the odds on $18 is 30-40%. I will buy more AMAT, EGLS, KLAC, LRCX, NVLS, SVGI, UTEK at levels lower than my current average prices. I expect to increase my dollar investment between 33% and 100% for each, depending on the extent of the price drop. I am thinking of adding one more from CMOS, ASYT, VECO, or SFAM if the prices fall enough. This will not be a "significantly larger amount." I don't think I should reward my poor performance this summer by going overboard. I am finishing up at SLAC and will start a new position at a private semi-equip at the end of the month. My "occupation"/title will change from scientific programmer to software engineer. Cary

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