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 151.94

+1.1%

Nov 25 3:59 PM EST

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To: Joseph Beltran who wrote (5283)	5/5/1998 3:32:00 PM
From: MikeM54321	Read Replies (1) of 10921

>>I think any upgrades are way, way, premature<< Excellent link to the Korean Economic Weekly. I bookmarked it. Thanks. But I think more important than "facts" is "perception." Even though you very well may be correct (upgrades being premature), it isn't what drives stock prices. Analysts "jumping on the bandwagon" is a lot more important than what actually may happen. "Perception" is the key. Of course if you have a 5 or 10 year time horizon, then facts do matter. But as a former "long term" investor in the semi-equipment sector for the past 3 plus years, I'm paying a lot more attention to perception! I don't want to keep seeing my investments double, get sliced in half, double, get sliced in half, again and again. This gets tiring after awhile. MikeM(From Florida)

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