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


To: HoodBuilder who wrote (4727)2/7/1998 9:39:00 AM
From: Mason Barge  Read Replies (1) | Respond to of 10921
 
<<I'll be the one buying at $19 or less>>

I don't see this as a possibility, or if it happens, one of those freaky spikes that last for about 5 or 10 minutes. (I might dangle a buy out there at $19 myself -- I've pulled in some fish that way before.)

But realistically, from both a technical and a fundamental perspective, SFAM's not going below 21. I wouldn't wait, it's a gilt-edged bargain at 24 and one of the best all-around plays for the various scenaria.

The considered opinion of Mason "Cymer won't cross 19 1/2 for another three months(covered my short at 20 1/2)" Barge). LOL



To: HoodBuilder who wrote (4727)2/7/1998 10:05:00 AM
From: Mason Barge  Respond to of 10921
 
Price/Book Table:

Michael, I know you've seen this, but anyone who trades more than one or two issues in the industry will appreciate this table of comparative price/book ratios:

Message 3364938

This is really interesting because it shows, among other things, how highly the market values various companies' enterprise valuations. This is why I'm so hot on SFAM -- I see it belonging more toward the top half of the pack, than mired down there with Brooks.