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Technology Stocks : Speedfam [SFAM] Lovers Unite ! -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (3452)7/22/1999 10:57:00 AM
From: Proud_Infidel  Respond to of 3736
 
Kirk,

Re: Besides, portfolios are boreing if all the stock in them are winners!

FWIW, I can live with that type of boredom:-)

BK



To: Kirk © who wrote (3452)7/22/1999 11:28:00 PM
From: Demosthenes  Read Replies (1) | Respond to of 3736
 
Kirk,

<<We might ask "what are the odds of SFAM going to $20 vs a doubling in LRCX?" and that might explain the hasty exit today."

We have both read David Dremond lately. We know he likes big companies, but isn't a company like SFAM a target using his strategy?

D


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