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 148.83

+3.9%

Nov 19 3:59 PM EST

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To: Gottfried who wrote (6169)	7/4/1998 11:39:00 AM
From: Zeev Hed	Read Replies (1) of 10921

Gottfried, I do not see any "bubble stock market" in the semis or the semi equipment. A bunch of these stocks are already selling under book value, some a lot under "replacement" value. To the extent there is a bubble, it is in the 100 or so "nifty" stock and a good dose of "rotation" could take care of that quite rapidly. Zeev

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