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 148.32

-3.3%

Nov 14 9:30 AM EST

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To: Mason Barge who wrote (5661)	6/3/1998 5:59:00 PM
From: David Rosenthal	Read Replies (2) of 10921

Mason, This is one train that's not going to leave the station without me on board. My gut says that you are running to catch a train that is just arriving. There is a clear possibility of continuing worsening conditions in this sector for awhile. I keep learning the lesson about falling knives and am trying to steel myself to wait for a clear sign of bottoming. KLAC and PRIA dropping 6% and 8% scare me away (a case could be made for ASYST). With AMAT and NVLS still holding up, why do you think we are near a bottom? Dave

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