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 158.70

+1.0%

Dec 5 9:30 AM EST

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To: Mason Barge who wrote (4559)	1/23/1998 9:23:00 AM
From: Ramsey Su	Read Replies (1) of 10921

Mason, your posts are very interesting, especially in pertinence to your efforts of playing one company against another in this sector. I have limited technical experience in this group. In the past, I find it to be a feast or femine cyclical sector, with very few companies that are successful in moderating these swings. You appear to be of the opinion that the worst is yet to come in Asia, which I am in agreement. Why not just short everything across the board, or choose a few of the most overvalued and ignore the rest? Ramsey

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