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 3:58:00 PM
From: Fortinwit	Read Replies (2) of 10921

Ian, I don't believe Infrastructure market themselves as 'market timers'. And since my philosophy for the semi-equips is to try and time the cycles, I don't use Infrastructure for timing purposes, overall. I have found the subscription extremely useful for opening my eyes to companies that would otherwise not be on my 'radar' screen. IDTI is an example of a company that Infrastructure are bullish on that I would have missed otherwise (as ASYT was in the past). The quality of their research on individual companies is unsurpassed. I do my own research to determine entry/exit points. I'm reticent to post confidential Infrastructure data because others have been warned in the past... but the performance of their Daily Note portfolio was up about 100% in 9/97 (from 1/97). Then down almost 30% off the September highs ending the year with ~ +30% (after the December down leg). Overall, I agree that many companies are at or near historical lows on a P/S, P/B or P/CF basis. My concern, still is my 'gut' which says there's another down leg to go; bookings have fallen of a cliff and sales going forward will (eventually) reflect this. I fear that 99 is not going to be year we've thought it was going to be. And I think this is what Infrastructure are saying. I remain pessimistic short term (e.g. KLIC, EGLS). But I'm thinking of initiating a 1/3rd position in ASYT because I find it's valuation so darn tempting. F. PS: As a longtime lurker, I have appreciated your fact-filled posts (as opposed to my own gut feelings).

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