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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 156.00+0.6%Nov 28 9:30 AM EST
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To: Mason Barge who wrote (4509)1/19/1998 4:07:00 PM
From: HB  Read Replies (3) of 10921
 
Interesting... since the release was after the close, I think
you'll get 14 1/2. The 28-30 million expected revenue figure
(which they are now announcing they won't meet) was from the
Dec. 15 preannouncement that they wouldn't meet EPS expectations
of $0.20. So my reading is, this is two preannouncments on one
report... I think it may be viewed pretty badly by the market.
Where would you go long on BRKS, or would you? I am thinking
of leaving my first third at 13 1/4, which I think is reasonably
likely to fill tomorrow (lower is guaranteed if the market turns nasty
on further Asia news, but I think this unlikely). I am of course
kicking myself that only the bid came down to 13 1/4 last Monday.
Feel kind of bad to be the sort of short-sighted short-termer that
I used to dump on all the time, but hey... somebody has to keep a
bottom on these things. I do fear more preannouncements and losses
over the next few Q's.

EGLS does look interesting.
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