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

To: Sam Citron who wrote (3063)	10/26/1997 2:23:00 PM
From: Cary Salsberg	Read Replies (1) \| Respond to of 10921

Sam, RE: "If you had a five to ten year horizon and were going to invest in five stocks (semi's & equip) what would they be and why? I don't care about short term flucuations. Who are the best positioned regardless of market cap?" The keys are "five to ten year horizon" and "I don't care about short term flucuations." I don't have a "5 to 10 year horizon" and I "care about short term fluctuations." I also am a "value" investor. I invest for my "peace of mind" which may not be the most objective or rational method. INTC sells for a reasonable PE on unreasonable net profit margins. Over a 10 year period, one 25-50% negative adjustment in net profit margins is acceptable. I don't believe I will be able to buy LLTC, MXIM, ALTR, and XNLX at "value" prices. The summer of 96 was buying opportunity and I will be more aggressive if that level of valuation is approached in a market or sector selloff. Cary