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 148.32

-3.3%

Nov 14 9:30 AM EST

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To: Cary Salsberg who wrote (7518)	1/8/1999 11:57:00 PM
From: EACarl	Read Replies (1) of 10921

Good to see you post Cary. I would like to ask some similar questions to what Ian asked. Do you think they are just too far ahead of fundamentals, and expect a significant pullback? If so, how much pullback do you expect to see before buying back the sold shares? Do you expect to see these companies share prices higher 1 year from now? I noticed you are selling more of the "big guys" (AMAT, NVLS, KLAC), and I agree they are way overvalued relative to the smaller companies. In fact I too have sold some of those same stocks, but moved the cash into different companies in the sector which I think have potential to outperform on a percentage basis. Thanks, Eric.

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