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 159.74

+1.0%

3:59 PM EST

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To: HB who wrote (4776)	2/9/1998 4:07:00 PM
From: Mason Barge	Read Replies (1) of 10921

As you all know, I think AMAT's going to hurt the whole sector tomorrow after close. I only managed to short a few shares -- I just didn't want to chase it down today. I sold everything today but SFAM and am holding cash waiting for Wednesday. If the sector tanks, I'm going to spread my money in my favorites long term issues and stop paying attention for six months. Actually, the action today makes me think a lot of people agree. One thing about SFAM's continued strength on a down day, with a bad earnings warning just behind. While I continue to think it's underpriced, and while the market may have just woken up to this suddenly as it did to TER and COHU, there are also persistent and undocumented rumors of a buyout. FWIW. (I personally am not that concerned about this alleged buyout. The product is there, the management is there, and the market is there. If it jumps 10 points next week, great, if not, it will get there in a short enough time that it doesn't matter THAT much.)

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