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 155.15

+2.1%

Nov 26 3:59 PM EST

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To: Robin who wrote (3899)	12/17/1997 2:39:00 AM
From: Cary Salsberg	Read Replies (1) of 10921

Robin, 24 was the low for XLNX in the summer of 96, while the low for ALTR was 13. ALTR has grown sales and earnings since then, but XLNX has not. I bought 1/3 of XLNX at 30 (ALTR was higher then) and I am looking to buy again at 25 and 20, which will give me an average cost of 24. I am wondering why I didn't buy ALTR at the recent 30 price, but I guess I was influenced by the ML and Lehman analyses which seem to favor XLNX now. I had thought to start buying ALTR at 25, but I probably should rethink starting at 30. I am flying by the seat of my pants with these two because I don't believe they will get to "value" levels. Two others I would like to buy, LLTC and MXIM, are even worse. Cary Cary

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