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Pastimes : Ask Mohan about the Market -- Ignore unavailable to you. Want to Upgrade?


To: Cynic 2005 who wrote (12301)12/24/1997 9:42:00 AM
From: x70sxn  Respond to of 18056
 
Mohanji: I am listening. I just want to point out that LRCX and WFR are i the same semiconductor group but in a different sectors. U r right that no matter what the value is, general -ve sentiments r taking the market down...just opposite to what we saw in 95-96. Agree that WFR is a good buy for the long term.(Proved by the buy back plan by the company-almost 5%). Actually the week Asian currency should help WFR cus they either have their large mfr. facilities there or work wiht some big ones over there . Got to wait for atleast a couple of quarters. When they drift upwards then I will be in them...Its the hot group. Shrini [Got to run will be back..]