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 160.61

+0.9%

9:44 AM EST

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To: John Chalker who wrote (4324)	1/6/1998 11:35:00 PM
From: Zeev Hed	Read Replies (2) of 10921

Chalks, here is one disenting voice, the lows of December 12, IMHO will be beaten down by late February. I really do not think that the impact (or I should say, the fear of the impact) of the asian flu has been fully discounted. Iactually think that we have been in a minibear market strting early Octoberr and have seen only the first leg down, I expect the second leg down to start as we exchange these notes. A spring rally from what I expect to be some nasty beating , I believe will be followed by a retest of the late February early March low. I think that some of my darling eequip. stock (AMAT, CYMI, VECO SVGI and few others, will be available in the next few months at bargain prices. Zeev

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