Semi-Equips - Buy when BLOOD is running in the streets! Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 142.62

+2.2%

Nov 21 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Cary Salsberg who wrote ()	11/21/1996 5:52:00 PM
From: Cary Salsberg	of 10921

INVESTOR ALERT I have seen this rally continue in the face of continuing negative results and prospects for the semi-equips. I am beginning to believe that some large investors are looking beyond the downturn and are starting to accumulate semi-equips. I think the likelihood of testing the July lows or of reaching my level 3 prices is diminishing. If the reaction to the negative AMAT announcement is positive, I suggest the following change of tactics. For long term investors who are 100% on the sidelines, I recommend 1/3 positions in AMAT EGLS LRCX SVGI TNCR and UTEK at today's closing prices. I would also buy KLAC at 25-27 and NVLS at 40-43. Additional 1/3 position should be taken on pullbacks to my level 1 and level 2 prices. For those who have partial positions, I recommend completing the positions by allocating 1/2 at my level 1 prices and 1/2 at my level 2 prices. More comments will follow tomorrow after I listen to the AMAT conference call recording and view the market's reaction. Cary

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next