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 143.23

-2.9%

3:59 PM EST

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To: Jay M. Harris who wrote (4176)	12/28/1997 10:45:00 PM
From: Ian@SI	Read Replies (1) of 10921

Jay, It would seem from your recent posts that you believe that what has happened a decade or more ago will always happen exactly as it did happen last time or the time before. The world is not the same world it was then. The economy is not the same economy it was then. The role of semiconductors is not what it was then. Competitive issues are not what they were then. Marketplace issues are not what they were then. A rear view mirror is a useful device. But if you plan on driving the car, a front windshield is even more helpful. Good luck (especially to those whose portfolios are being managed), Ian.

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