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 143.23

-2.9%

3:59 PM EST

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To: Ian@SI who wrote (7339)	11/24/1998 10:18:00 PM
From: lrrp	Read Replies (1) of 10921

Ian, hope you are well and you have not had reverse whiplash from this momentum run; but I remember a time when we talked about the perils of bottom fishing, and when it might be time to sell? you thought there would be plenty of this talk when the time comes> But so far there is very little, some of (aleast to me the clearest minds on the semi threads are lightening up, ie John G, Justa--and other J's who lightened earlier! ) since we both know bottom fishing is a risk, ie asyst; holding during this time of fundamental disconnect is also-- the question is-- who wins , psychology and/or envisioning the future earnings stream, fed rates down--Bullish------ vs fundamentals, (PSRs, etc) , sentiment, Bearish to neutral-- your thoughts if possible--ps; Im lightening up --thanks again!!!

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