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 148.83

+3.9%

3:59 PM EST

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To: Greg Jung who wrote (7416)	12/10/1998 3:36:00 AM
From: Q.	Read Replies (1) of 10921

Greg, I agree that the blood has quit running and these cyclical stocks are no longer in the bargain-stage of the cycle. Apparently Teradyne is saying that orders are improving more than expected, but just the same, the stock prices seem to have anticipated that, and maybe much more. Looking at a 5-year chart, I see that you are right that TER has a price just below the 'boom year peaks', despite business conditions that are now far worse. Over the past couple of weeks I've sold 2/3 of my semi equip shares, including all that I bought during the panic a few months ago. I'll probably soon get rid of most of the rest, too.

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