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 172.27

+4.6%

Dec 19 9:30 AM EST

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To: Mitchell who wrote (6795)	8/29/1998 11:24:00 AM
From: Zeev Hed	Read Replies (1) of 10921

Mitchel: Zev, I doubt very much SMTL can go any lower than 7.5. There are just no sellers at this price.I do think AMAT will go to 28.5 for a few days and thats it, over this lastest announcment. Then back to 34 real fast where it will stay for a while. Mitch Based on value, SMTL now looks even better, but do you still think that it is immune from the fate of the sector? Zeev

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