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: David Rosenthal who wrote (5663)	6/3/1998 6:11:00 PM
From: jtechkid	Read Replies (1) of 10921

just went bullish -i like klac and ter in the twenties-veco-lscc. this whole group is for sale and for one its oversold-sox is down 25% from april-all the sheep funds are bailing heavy. i would initiate a position and average cost down . the july quarter from my sources will be the low in eps and revenue and the fall will have lot stronger numbers. the market luckily for me is discounting any pre announcement or bad news in the group. once, the street realizes that this is the bottom these stocks will fly. also, i hear you could see some nice consolidation in the group before august.

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