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 158.70

+1.0%

Dec 5 9:30 AM EST

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To: still learning who wrote (7089)	10/7/1998 10:22:00 PM
From: LemurHouse	Read Replies (1) of 10921

A. Mostly holding, but started to nibble last week and today. Certainly not selling. B. Don't know. I think that picking the right companies is more important. C. Don't know, but I believe it will happen well before there is any real visibility in the business fundamentals. I'm hoping for price turnarounds in 6 - 9 months, but am prepared to wait two or three quarters beyond that. I think the strength of the rebound will be worth it. I don't see it taking more than 12 - 18 months at the extreme outside, barring a worldwide financial meltdown. D. Value all over the place. Esp like NVLS. There's plenty of blood running in the streets now. I wish that less of it were mine, but there it is. There are several great buys in this sector now. I will probably wait a few weeks to see what happens before doing any serious buying, but I'm a buyer in this market.

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