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Strategies & Market Trends : Bill Wexler's Profits of DOOM -- Ignore unavailable to you. Want to Upgrade?

To: J D B who wrote (4100)	12/31/1998 1:27:00 AM
From: Yamakita	Respond to of 4634

KLAC regularly gets slaughtered whenever the equipment makers get swatted en masse. It happens like clockwork. KLAC is a great company--a wonderful balance sheet, top-flight management, and a range of products and processes that will be around for a long time. The time to buy them is during the slaughter. It will happen again. I'm not adding to my position, but I'm not selling either. I will definitely be buying more during the next 20-30 point hit.