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 238.45

+7.0%

Jan 27 3:59 PM EST

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To: LLCF who wrote (6510)	8/7/1998 8:29:00 AM
From: Mason Barge	Read Replies (1) of 10921

I bought in yesterday. Traditionally, the bottom of the equipment stock cycle occurs in July-August, and the chances of these issue being a lot higher in 12-18 months is much better than the chance of them being lower. I was watching the momemtum and figured I'd buy back in while I felt sure of at least showing an initial small profit. I'm staying away from the weaker spreadsheets and technologies, though. It's a good time to be prudent. Infrastructure also made a good case for Photon. I picked up a little of that and some Orbotech, as well, due to its excellent product for LCD AOI. You've got to think that Novellus is going to be popular, as its copper group is a big coming attraction.

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