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 158.68

+0.3%

2:14 PM EST

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To: Mason Barge who wrote (4717)	2/7/1998 9:14:00 AM
From: Mason Barge	Read Replies (2) of 10921

SFAM - Bad earnings announcement last night, .38 vs. First Call consensus of .42, and the usual warnings about near-term weakness and a flat '98. She'll be back to 23 in no time. :( I sold about 1/3 at 30, but the rest looks like a 0 gain (or a "negative situation", in Alex Trebeck's lingo.). This one might have to go in the long-term portfolio. I'll hold it for a while for sure, as I think it's going to gap down and come back up short-term.

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