Semi-Equips - Buy when BLOOD is running in the streets! Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 142.56

+2.1%

3:56 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: geoffrey Wren who wrote (7661)	2/21/1999 11:29:00 AM
From: Jess Beltz	Read Replies (2) of 10921

Geoffrey, let me just add a few comments to Ian's response, which is both thoughtful and insightful. You may ask individuals on the Cymer thread what they think of Fleckenstein's comments. I think it is enough to remember that Flecky makes money by shorting stocks. His "portfolio" therefore prospers in times of fear in the markets. When a climate of fear can be inaugurated, or continued, it is to his distinct advantage. One does not have to look far to find plenty of fairly knowledgeable sources (I subscribe to Infrastructure, but there are many others) whose intermediate to longer term view on the market of Integrated Circuits and semiconductors is very positive. Fleck's viewpoint could only be correct if society were really to step away from technology and its upgrades. Do you really think that likely? jess.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next