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 226.53

-1.2%

3:59 PM EST

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To: Katherine Derbyshire who wrote (6330)	7/21/1998 6:20:00 PM
From: MrGreenJeans	Read Replies (1) of 10921

Katherine I am a big fan of your postings. Always insightful and meaningful. <<If it were my money, I'd be spending it in parts of the sector where valuations match earnings a little better. >> In relation to Amat you would obviously not be a purchaser at these prices I assume. Any comment on Klac, Nvls or Ter? Or perhaps a better question, in what parts of the sector are valuations matching earnings a little better? Thanking you in advance.

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