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 148.85

+0.4%

1:03 PM EST

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To: Gary Burton who wrote (7179)	10/24/1998 9:46:00 AM
From: Mason Barge	Read Replies (1) of 10921

My personal index has risen from a little under -1400 to -1150, about a 45% rise in a typical basket of semi equipment stocks, over the past two weeks. Benchmark is 0, so prices are still generally over 50% off their prices as of 9/15/97. Yes, anyone who hasn't realized that prices will recover before the BTB isn't paying attention. I have said it before, but I don't like SVGI. Some excellent technical minds and excellent product, but they suffer a lack of management review, a lack of product focus and they have never seemed to "know how to make money". I try to pick stocks that are going to pay a healthy dividend some day.

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