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 142.62

+2.2%

Nov 21 9:30 AM EST

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To: jsabelko who wrote (3998)	12/19/1997 11:53:00 AM
From: Teri Skogerboe	Read Replies (1) of 10921

Joby, Thank you! I was beginning to think my hearing was getting bad and I'm way too young for that. It doesn't appear to be on the Lehman site yet. Ian, I fully agree with your comments about DRAM pricing going down. It, like most things in technology, tends to get cheaper over time. The difference this time may be that we could be looking at losses, since costs can't be covered by the selling prices, IF the deterioration continues. For the record, I'm about 50% invested, with no margin at all kicked in; so essentially, I'm sitting squarely on the fence too. And I last sold AMAT at 35-3/4 and doubt I'd sell any AMAT at todays prices. I'm long-term bullish, but near-term very cautious. I also agree that it's very dangerous to follow brokerage house advice blindly, if at all. But, I like to know their reasoning. Regards, Teri

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