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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 155.87+2.6%2:55 PM EST
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To: Cary Salsberg who wrote (3036)10/25/1997 7:08:00 AM
From: Justa Werkenstiff   of 10921
 
Cary: You are right. AMAT has not given guidance for 1998 and I know that they will not do so until November. But other semi-equipment companies have given guidance about their futures into 1998 in the past week. I have listened to their conference calls. What I hear is good. But things can change between now and late November. With a some inquiry between now and then, one can secure a good level of confidence about what that AMAT guidance might be in November without having to await the report. You have a 65% confidence level currently in a favorable report and that can change according to what is learned in the interim. Enough said. I think I am now stating the obvious.
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