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 208.79

-2.6%

3:59 PM EST

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To: Clarksterh who wrote (6958)	9/19/1998 1:14:00 PM
From: goldsnow	Read Replies (1) of 10921

Contrarian (Fleckenstein) perspective Semiconductors hit... The only noteworthy thing today from my perspective was that a bunch of the semiconductor stocks that have held up in the past, were hit hard. I'm talking about the analog companies that I mentioned in Barron's: Maxim (MXIM) and Linear Technology (LLTC). Micron speculation continues... On the humorous side, Micron Technology (MU) made the comment at the Montgomery conference that DRAM prices went up on Monday, and with that the stock was up about $2 most of the day. When you look at Micron from a market cap-to-revenue basis, it is one of the more expensive companies. Add the fact it has been losing money and in all likelihood will continue to lose money, and you have further proof speculation is alive and well. ÿÿLive stock quoteÿÿ(Sepÿ18 closing prices)ÿÿMICRON TECHNOLOGY INC W/IÿÿMU27ÿ7/16+ÿ7/16ÿÿMAXIM INTEGRATED PRODS INCÿÿMXIM31ÿ3/8-ÿ3/8ÿÿLINEAR TECHNOLOGY CORPÿÿLLTC50ÿ7/8-1ÿ1/2ÿÿFor more details on these stocks and more, go to Company Research.ÿ When chemical companies and manufacturing companies all are having problems, do folks really think there is going to be an up-tick in the price of DRAMs? People are talking about deflation in the world, and we want to bet on the only commodity that has truly collapsed in price throughout its history: semiconductor parts, especially memory. Yet, investors are hoping it goes up. People still refuse to connect the dots, ensuring that they will keep getting separated from their money. stocksite.com

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