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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)6/4/1998 4:36:00 PM
From: Mason Barge  Read Replies (2) of 10921
 
AMAT and NVLS are just slow in arriving. I'll take either of them at 25 or 26. As I said, I think trying to micro-time the cycle is a mistake. Looking at two to three years for holding this, getting a couple of more points or a couple of months just isn't worth it to me.

I'd tell anyone to buy a little KLAC, for instance, right now. If you want to hedge, short some IPEC and wait for it to go bankrupt due to cash flow/debt problems. (Just make sure to cover the short before someone buys them out.)
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