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 223.83

+7.2%

9:48 AM EST

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To: LLCF who wrote (4616)	1/29/1998 11:45:00 AM
From: HB	Read Replies (2) of 10921

biz.yahoo.com btb of 0.84 my next buy will be at book (~$10) Now do you feel more bullish again? Re picks: SFAM is my #1, I also hold some BRKS. I'm going to research Mason's suggestion of ESIO, but it doesn't seem truly cheap yet at ~2x book (of ~$16), ~1.75X sales, and a p/e of 14. However, 14 pe isn't all that high, consensus earnings growth for next year is 19%, and the stock has obviously had momentum (12 mo high 63 3/4 in late sept.) I understand it has exposure beyond semi equip (much cell phone, wireless exposure also.) Significant Asia exposure. Micron still has a bottleneck in test. Any more thoughts on how to play that? Howard

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