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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 168.26+1.5%Dec 10 3:59 PM EST

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To: Cary Salsberg who wrote (3528)11/17/1997 10:34:00 AM
From: Sam Citron   of 10921
 
Cary,

"A statement about 'lack of visiblity' in the second half of 98 and a refusal to give full year booking and revenue estimates will likely cut the price in half!"

Yes, but I am sure he recognizes this. Is he free from the usual need to dance to the tune of analysts expectations? What is his history of surprise?

SC
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