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 150.32

+5.4%

Nov 24 3:59 PM EST

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To: Gary Burton who wrote (5905)	6/18/1998 6:13:00 AM
From: Justa Werkenstiff	Read Replies (1) of 10921

Gary: I have time for a few quick comments. KLIC has never traded below book value since 1994. The 1996 trough P/B was 1.1 or 1.2. We are there. They are giving ASYT away now. There is no doubt that there is at least a two tier market.

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