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 161.43

+1.4%

Nov 12 3:59 PM EST

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To: Jess Beltz who wrote (5645)	6/3/1998 8:20:00 AM
From: Mason Barge	Read Replies (3) of 10921

<<what appears to be compelling valuation in a historical sense may not be entirely relevant at the present moment. >> Guarantee, in the long run (3+ years), the cycle will come back up. Semiconductor equipment will not be "commoditized" in our lifetime. There are paradigm shifts in almost every area, even while the current generation of products is still being improved constantly. Every time this sector gets high (i.e. last September or so) the market seems to totally forget the downside. Very few people even thought about what the problems in Asia were going to do for capitalization of semi fabs. Every time the sector gets low, you hear this "not going to return this time" idea voiced. Say it loud and say it proud: "Semiconductor equipment stocks are undervalued right now and are going to double in value sometime in the next three years."

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