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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 (3074)	10/26/1997 8:22:00 PM
From: miklosh	Respond to of 10921

Hi Cary, could you please point out (and/or reference previous posts and links) some of the highlights of EGLS that make it attractive? At what price would it's 12 mo forward PSR go below 2? What long term growth rate do you give it? Smartmoney.com FWIW gives it 20% vs 26% for it's industry peers. What would you be putting new money into (and at what prices)in the near future for a 1-5y investment. TIA <off topic> Lately I've been reading posts on the AMAT thread from June through Nov 96, to get a perspective on sentiment vs price at the time. I bought AMAT in Nov 96 and it's good thing I never heard of silicon investor back then. I probably would have froze in my tracks and never jumped in due to the amount of gloom at that time. Your posts however, always reflected discipline, patience and common sense. Never cheerleading, no crazy talk, and always forthright. My hat's off to you. regards Miklosh

To: Cary Salsberg who wrote (3074)	10/27/1997 2:42:00 PM
From: Jurgis Bekepuris	Respond to of 10921

Cary, I have high exposure to the semi-equip field, but I will be adding to the positions as free-cash-flow permits. ;-) I will be averaging down through industry and market depending on price drops. I hold ASYT, UTEK, KLIC, EGLS, SVGI. Today I bought CFMT. BRKS and ASYT were candidates for buy but did not make it. ;-) Next buy level - 20% off today's closing prices. It will also depend on the market performance and individual prices of different stocks. Good luck Raimondas