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 148.32

-3.3%

Nov 14 9:30 AM EST

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To: Ian@SI who wrote (4317)	1/5/1998 10:42:00 PM
From: Thomas J Pittman	Read Replies (1) of 10921

From the FWIW column........ I spent part of my christmas vacation scanning quite a few of the 'where to put your money in 1998' issues of some of the usual suspects....everything i could find in fact. I know it is pretty much drivel, but I do like looking for common themes and then looking into them myself. It has helped me narrow down some choices in the past. However, the reason I am writing this note is to say I was astounded to find that KLA-Tencor seemed to pop up everywhere. I have done this little exercise for at least the past 10 years, and I have never been so struck by the consistency with which the large popular rags have picked a single, relatively unknown name. (unknown, i would think, to the 'average' investor. Like I said, drivel, but mighty interesting. J

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