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 168.14

+1.4%

3:59 PM EST

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To: Ian@SI who wrote (4203)	12/29/1997 10:53:00 PM
From: Aaron Zuckerman	of 10921

Ian, Woops! I meant:So if they go down another 10-30% in the near term vs. UP 50-100% in the long term, what's the difference? There seems to be much debate as to when semiconductor co's will commit large sums towards 300mm gear and which companies will benefit. I'm pondering the question and following the debate myself. AZ

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