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: Justa Werkenstiff who wrote (4170)	12/27/1997 11:16:00 AM
From: Zeev Hed	of 10921

Justa, I hope you are also familiar with my extremely bullish sentiment for the second half of the year (g). When the monthly shipments from the semi-equip reaches a through of about $1.5 BB, you may want to consider it a "bell" ringing the end of the semi-cap bear market. I think that before that you will see INTC and AMAT putting out a nice double bottom. Zeev

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