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 165.40

+6.7%

3:43 PM EST

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To: Mason Barge who wrote (6714)	8/18/1998 3:12:00 PM
From: LLCF	Read Replies (1) of 10921

<. At this point, it's just a question of how long to hold dead money without losing the jump on the up-cycle.> Once again the interesting thing to me is that you could have easily made 25%-40% just by buying when things look terrible. Look at the returns in these stocks off the bottom! <One specific note: Carl Johnson & crew have made, to me, a pretty compelling case for Photon. The FPD business needs additional capacity as it is a new technology which is now implementing and just about out of capacity. The industry is not part of the sector, as far as timing goes, and AOI should be solid in the coming year.> I've been buying PHTN recently.. I love the story... and it can't be all bad if Carl J. likes it... he's pretty conservative. DAK

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