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 155.15

+2.1%

Nov 26 3:59 PM EST

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To: Fortinwit who wrote (5251)	5/4/1998 2:45:00 PM
From: Ian@SI	Read Replies (4) of 10921

F., One should remember that Infrastructure completely missed the June, 96 upleg as both DRAM and Logic makers upgraded to .25 æm although some people posted Infrastructure Buy recommendations for stocks that neared their highs late last year. IMO, It's quite likely that unless Infrastructure has substantially improved their analysis model that they'll miss the 0.18æm upgrade cycle as well. Many equipment stocks are now near their lows from a variety of valuation perspectives. I don't think I'll rely on Mr Johnson for advice on when to buy stocks. By the same token, I have no reason to believe that Infrastructure's advice on which stocks to buy may be equally flawed. Perhaps Carl J. is just another good contrarian indicator. Can you post his results by quarter relative to the SOX or even NASDAQ? or is that copyright too? Ian.

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