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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: cluka who wrote (43086)	1/29/2009 9:46:53 AM
From: The Ox	Respond to of 95587

Rarely are last cycle's winners in this sector the new cycle winners. LRCX is the last stock I want at this moment.

To: cluka who wrote (43086)	1/29/2009 9:55:53 AM
From: Return to Sender	Respond to of 95587

I can think of a lot of worse company stocks to own than LRCX... But since I already own most of them, at a loss, I will just agree with you that this may not yet be the best stock, or time to own LRCX, with this caveat. There will come another time when almost every stock in this group will rise. If we are not closer to that time when companies have limited or no visibility then I am even dumber than I thought. BWAC, I go with B! Still waiting for one more sell off before using the half of my cash still left. RtS