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 160.52

-4.9%

Dec 12 9:30 AM EST

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To: Ian@SI who wrote (4114)	12/24/1997 8:33:00 AM
From: Proud_Infidel	of 10921

Re:Seriously, I believe the market has already priced some indefinite pushouts (not cancellations however) from Korean chipmakers. Ian, IMO, that is the understatement of the year. Assuming there are HUGE #'s of Korean pushouts and this adversely affects AMAT's top line, it would account for ~10% of revs. The stock is down ~50% from its high. Either we are going to see many other countries announcing pushouts(the Street was correct in their pricing) or we will see moderate pushouts from Korea and a retracement bacu up of AMAT's share price once the Street realizes it went too far in its evisceration of the equipment cos. Once this realization sets in IMO, we will again see upgrades and the SOX Rocket take off. Regards, Brian DISCALIMER: Over the past 12 months, I've been wrong more often than right<G> Am Long AMAT and other equips in a BIG way so opinions may be biased.

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