Semi-Equips - Buy when BLOOD is running in the streets! Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 142.62

+2.2%

Nov 21 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Jay M. Harris who wrote (4045)	12/20/1997 9:58:00 PM
From: ForYourEyesOnly	Read Replies (1) of 10921

Jay, thank you. I look forward to sharing ideas on purchase timing as the day approaches. I will try to keep my distance from the market, and remember the words, "Don't fire until you see the whites of their eyes!" I have a good amount of dry powder here, and I want to hold onto it until THAT DAY COMES. Cash is king when the blood flows. Memory uptick of 50%? Do you have any historical charts of memory prices that we can use to confirm the past timing of these moves? I think we have just seen a 50% downtick, and the blood has most likely just started to flow, so I think we are far from the uptick you speak of. The Taiwanese don't like to lose money, and are trying to move DRAM capacity to foundry work, but I don't believe that that will be an easy transition. I look forward to your future postings. Thanks again.... THC

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next