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Technology Stocks : Speedfam [SFAM] Lovers Unite ! -- Ignore unavailable to you. Want to Upgrade?

To: Jay M. Harris who wrote (3120)7/14/1998 9:55:00 PM
From: Investor2  Respond to of 3736
 
Off-topic

I'm currently reducing my exposure to equities in an attempt to achieve my desired asset allocation. I am contemplating selling my CL, since it's P/E, dividend, etc. are at extremes, compared to historical values for the company. I noticed that you are long CL. What do you think about selling at this level?

Feel free to send me a private message, if you like, to avoid cluttering the thread with off-topic messages.

Thanks,

I2



To: Jay M. Harris who wrote (3120)7/16/1998 6:31:00 AM
From: Gary105  Read Replies (2) | Respond to of 3736
 
Jay, it looks like you have much insight into this company. Do you think its a good time to buy or would you wait? Any insight on how much of their business is Asia where large cap. equip. purchases are being deferred? Imo most '98 cap equip purchases were planned/authorized in '97 and real impact of Asia on cap equip. will occur in '99.

Thanks,

Gary


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