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: Proud_Infidel who wrote (4029)	12/20/1997 3:34:00 PM
From: LLCF	Read Replies (1) of 10921

<I cannot say for sure that this is the time to move back into semi's, but IMO it sure as hell is time to get out of the Dow. It seems the larger the company, the more $ is thrown at it, regardless of valuation. All of the talk of overvalued techs amazes me with this index of stocks at stratospheric levels.> Cant agree more. <I did some simple math to see how much in $$ you pay for each % point of growth between KO and AMAT> Can't help but jab a little here..even though I agree with your opinion: "When was the last time you picked up a six pack of AMAT at the store?" DAK

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