Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 165.84

+1.9%

Dec 9 3:59 PM EST

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To: molemania who wrote (3326)	11/7/1997 1:08:00 PM
From: Sam Citron	Read Replies (1) of 10921

Dave, It is a bit of each. IMHO, Capex by semis had gotten a bit overexuberant on the high side of the trendline and is now reverting back to trend (though it is likely to overshoot a bit on the low side). SC

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