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 139.60

-6.2%

Nov 20 3:59 PM EST

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To: Mason Barge who wrote (7168)	10/22/1998 10:19:00 AM
From: HB	Read Replies (1) of 10921

Mason, did you listen to the CC? Interested in your take; I presume "gruesome" was based on a careful reading of the press release? Conference was in RealAudio at asyst.com or by phone at 615 770 7742, code 504946. Seemed a fair amount of emphasis on how business was "picking up" slightly in the last 4 weeks. I was also a bit struck by how unexpected the magnitude of the dropoff preceding it was. Claim not to be experiencing pricing pressure, and not giving in to requests for extended payment terms. Other upbeat stuff as well. I sold some (40%) at 10 this morning to get some profits off the table, not that I'm encouraging others to do the same. Long year ahead for semi industry and overall market; I think good chance recession hits U.S. as well. Good upside volume this A.M., though. Stock still undervalued, but I don't want to stay too overweighted in it (still heavy in automation generally, with BRKS and PRIA). I usually trade out too soon. Cheers, HB

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