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: Ian@SI who wrote (5252)	5/4/1998 3:04:00 PM
From: Scott Brooks	Read Replies (1) of 10921

I would hardly call Carl J a market maven. I was getting the free trial when all hell broke loose in the Fall of 97. My recollections: Starting with KLIC, Infrastructure maintained that it was company specific, no danger to the sector because of the "no limit" nature of hte IC business. Of course, he was proved wrong has the whole group took a header. His service seems to be more useful for raw research than actual stock recommendations (IMO). The best thing is probably to throw his reports in the hopper with the rest and begin your own DD. ESB

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