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 164.68

+6.2%

Dec 18 3:59 PM EST

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To: Gottfried who wrote (6826)	8/31/1998 8:15:00 AM
From: Mason Barge	Read Replies (1) of 10921

GM - Thanks as always for the chart. Quote of the day: <<Their valuations are ill-prepared for such a slowing, Mr. Fleckenstein argues. "Dell has a market cap of over $70 billion, but we only sell $150 billion worth of personal computers a year on the planet, and that will probably go down." Cisco trades at 54 times trailing earnings, Dell at 71, Lucent at 51, according to Baseline, compared to 26 times for the industrial companies in Standard & Poor's 500-stock index. Says Mr. Fleckenstein, "I wouldn't own technology with a gun to my head.">>

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