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 156.00

+0.6%

Nov 28 9:30 AM EST

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To: Thomas J Pittman who wrote (5281)	5/5/1998 4:22:00 PM
From: shane forbes	of 10921

Though I am not bullish on the semi-equip near term I do realize that you have a veritable cornucopia of long term pickings in this sector at this point in time. I give the SB analyst a lot of credit - this is true longer term perspective investing (assuming no ulterior motives here!). Now if only everyone on the street did the same I'd be happy! (even if the stocks have to do a bit of a fall before they eventually recover, many of those targets do look readily attainable. He appears to have picked some very nice smaller caps, hasn't he?). The forecasts re: 0 growth in 1999 from other analysts are I think too dire (for me) to believe right now. Shane.

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