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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 156.06+0.6%Nov 28 12:59 PM EST

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To: Judy who wrote (6097)6/29/1998 8:47:00 PM
From: Zeev Hed   of 10921
 
I think that HAUP here at just under 14 has a good chance of making a new high to about 17.5 or more in the next two months. I doubt it will go much below 13 in the next few days, so that could give you a little ride. How about BA from 45 to 55 for a good 20% with not much downside risk. And since we are in the semi equipment thread, I think that VECO has a possible run here from 27 (you could get it possibly an iota or two lower) to the 32-35 range. LRCX has been beaten down and could run to the mid to high 20' for a 30% as well as AMAT which, if the semi rally which I expect to continue persists, could go to about 38-39. One I think is particularly a bargain here is ESIO.

I hope you pick the winner, do not expect all of them to work out.

Zeev
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