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

To: geoffrey Wren who wrote (3020)	10/24/1997 5:34:00 PM
From: space cadet	Respond to of 10921

First of all, congratulation guys. I don't think anyone made so much easy money this year as the semi-equipment stock buyers. And now you can make big money on the way down again. I missed the entire action but IMO the semi's will bottom out in the next few months and then stabilize for much of 1998. I want to buy NVLS, AMAT, and LRCX for around 20. I feel pretty confident they will get there but then they probably will stay around that price for a long long time. The key will be catching them right before the next wave up, which I forecast for about a year or a year and a half from now. Incidentally I don't believe these stocks will see the kind of crazy lunatic prices they saw in the summer when they recover, but that's ok. If I buy NVLS at 20 a year from now and it goes to 40 6 months later I will be very very happy. As someone who hasn't followed these stocks in a long time I will try to tune in occasionally. Incidentally are there any stocks that still haven't started correcting and might be ripe for shorting?