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 233.60

-5.9%

3:59 PM EST

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To: LLCF who wrote (4236)	12/30/1997 9:25:00 PM
From: Jay M. Harris	Read Replies (2) of 10921

David; I'm new to this thread by virtue of the cycle rolling over. If your interested you can catch all of my up cycle posts on the IPEC thread. I didn't wan't to continue to clutter the Moores law threads with macro stuff specific to the industry and not a particular company. This thread has an industry theme. Few on SI do. It stands to reason that the Bears are comming out. After all, prices and margins are plummiting. Should the theme of this thread be "Semi-Equips; Buy at historical average P/Es PSRs and P/Bs? If this is the case there may be an interest in that theme. For now, there are currently more sell side Buys on AMAT than holds and Sells! The bulls confirm my my bearish sentiment even more. Look for 1X revenue, NOT 2.4X Good luck, Jay

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