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 160.55

-4.8%

Dec 12 3:59 PM EST

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To: Katherine Derbyshire who wrote (7104)	10/12/1998 4:11:00 PM
From: Jacob Snyder	Read Replies (1) of 10921

anyone have a cc # for nvls? BTW, I used this rally to buy a bunch of nvls puts, because: 1.nvls said nothing good about bookings. 2.good earnings were entirely due to cost-cutting, which is not a positive indicator for the future. It indicates that cuts have been deep, which means management thinks the downturn has a long way to go. 3. The overall market continues weak, nasdaq and russel 2000 continue to underperform the S&P 500, indicating the flight to quality continues. 4. Every rally, for a very long time, caused by Japan saying they were going to get their act together, has been a good selling opportunity.

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