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 217.47

+4.2%

Jan 15 3:59 PM EST

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To: Mason Barge who wrote (5629)	6/1/1998 9:06:00 PM
From: shane forbes	of 10921

Mason: from techweb.com techweb.com (FWIW late summer is about where I see it - maybe a little bit later depending on how far down AMAT goes these days. AMAT just under 30 I see!) shane (Up my 30% blood flowing from an earlier post to 40% - they are definitely beginning to worry about the big caps and the cracks are opening up. You can bet by the end of this q that our friends in the mutual fund industry will be bailing out of AMAT et its bigger brethren. Unless we see some panic moves in the interim I expect dirt cheap shares by June 29 and then with continuing lower BTB another round of weakness in around the Aug. time frame. That should just about do it and then time to load the boat and do the salsa over the next 3 years or so. Some things may change but the cowardice & obscene stupidity of mutual fund managers never does. So there!)

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