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 (4234)	12/30/1997 9:07:00 PM
From: LLCF	Read Replies (2) of 10921

<Too many people are too bullish on this group.> Hasn't every major brokerage downgraded the group?? Certainly bullishness is WAY off its high...on this thread as well, by the way...which brings me to: <Twister, truthfully I don't know for sure when we will turn the corner. I've preached all along for threaders to use memory price models as your tool of an impending turn. Remember, that under my scenario equipment eps turn down in the second half of 1998. Hence, the name of this thread.> I've been reading the thread all year and don't remember you being bearish last summer, or any other time for that matter...where are all these bears suddenly comming from...interesting! DAK

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