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 158.70

+1.0%

Dec 5 9:30 AM EST

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To: Jess Beltz who wrote (4784)	2/9/1998 9:27:00 PM
From: nnillionaire	Read Replies (2) of 10921

Jess, Caution is necessary, but a big AMAT disappointment tomorrow would really surprise me. NVLS has a bigger revenue exposure to Asia (60% of revenues vs AMAT at 51%) and they reported earnings with no problem. Also, no AMAT management guidance has indicated problems. Finally, in my business, one that is relatively high tech for a low tech process (CNC process controls for die casting), NO Slowdown seen yet in Asia, except Japan. AMAT management may have a fun CC tomorrow. Fear and Greed. Good Investing.

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