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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 161.97-4.0%10:59 AM EST

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To: Proud_Infidel who wrote (4108)12/24/1997 10:40:00 AM
From: Robert Schling  Read Replies (1) of 10921
 
Brian,

I referred to the S&P because even the semis will not be immune to a breakdown in the general market.

Regarding AMAT, the danger lies in viewing the pullback from a ridiculous high as a buying opportunity. There is still too much risk out there for my taste.

I am a long term bull on the sector, though. Short term I'm a definite bear and am carrying a short position + puts into the holidays.

Merry Christmas (I liked your tree)

Robert
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