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 142.62

+2.2%

Nov 21 9:30 AM EST

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To: Ian@SI who wrote (7617)	2/2/1999 10:22:00 PM
From: Zeev Hed	Read Replies (2) of 10921

Accidentally, CYMI worked fine for me. I had a target of 30, it got reached (within a stone throw), so I took profit, why they decided to let me have another trip, I know not, probably to really fake me out with a break under $21.5. We'll see. As far as RMBS, I do not think they'll get the whole shabang, but if you assume that INTC will still command 70% or more of the cpu market, you must accept that RMBS might very well reach into the 35% to 50% of all DRAM in three to five years. Frankly selecting between paying $30 for a stock that might have few pennies (I understand the current estimate is $.05 for 1999) this year and paying $60 (my target for RMBS entry) for a stock which could earn between $.30 to $.35 this year, with greater prospects for future growth for the second, is almost a no-brainer IMHO. Zeev

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