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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 200.99-1.0%3:59 PM EST
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To: Ed Beers who wrote (7199)10/27/1998 7:38:00 PM
From: Zeev Hed   of 10921
 
Ed, sure, it is bearish as far as the profitability of the industry in the next two quarters or so, but it is also a point, where one starts to consider that the sales rate of the industry goes under $20 billion annually, which is almost 50% of the peak sales rate. From here, comparative quarters, so goes the theory, can be only "better". Of course, ask me the same question next month if the BTB is still under .6.

Zeev
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