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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Cary Salsberg who wrote (10103)	1/26/2002 1:01:47 PM
From: Kirk ©	Read Replies (1) \| Respond to of 10921

I admit to being biased as I have made good money on it and still like it to buy and sell the swings while holding a core position. :) I was pulling your leg more than being critical but you forgot to say "in my opinion". After LRCX got Bagley and Mercedes, it became a different company and that is when I added SIGNIFICANTLY to my small holding (in the Fall of 1998 at $3.33 and $4.00). When it is as good a company as NVLS, I might have been more accurate to have said "post 1998 LRCX is as good as NVLS in management quality". REALLY hard to beat AMAT, but they both strive to equal AMAT in quality and I think they both do well. Kirk