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Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?

To: ild who wrote (166718)	5/19/2002 7:30:22 PM
From: maceng2	Read Replies (2) \| Respond to of 436258

Me "hate" LRCX? I'm short LRCX that's all. I'm bearish on the semiconductor equips and Mr Pink regarded LRCX as a sell here.. Message 17103388 Mr Pink had his detractors too Message 17358074 I chose just one semi equip rather then try an keep an eye on all of them. I only took out a small position long term because the semis can be volatile. The LRCX Bulls and I are having a civil conversation on the yahoo thread. It's merely a matter of money only.... no hate in it. Actually I made some money on the short side on it already. Sold some more on March 5 for $26.1 and covered it on May 3rd for $23.8. Not much I know, but it's keeping me amused. One thing I need to study more is the service contract side of the semi equips. If silicon chip volume does increase as everyone tries to compete, maybe that could actually provide a steady income for some of the equipment business. Message 17417123 Depending on what I find out, and what the stock market does I may go long some semi equips. Can't imagine doing that right now though. As a clown I got hammered on tech stocks bad, as this thread knows. I would have to be ultra convinced that things were going well. LAM has been around for a while, and I've used there older equipment quite a bit. They have an established technical reputation amongst semi engineers.