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 155.15

+2.1%

3:59 PM EST

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To: Zeev Hed who wrote (4872)	2/16/1998 10:48:00 PM
From: Jurgis Bekepuris	Read Replies (1) of 10921

Zeev, > Do you have any idea > what potential exposure to SEA they have if any? They have Asian exposure. They have 35% foreign sales, but the 10K does not distinguish between Europe and Asia. Their "bad" customers include Seagate, Fujitsu, MASCA / Matsushita Semi. and Hyundai Electronics. Each of these had more than $2 mln. in orders in 1997. For reference, there are total of 21 companies that had more than $2 mln. in orders in 1997. BTW, it would be great to figure out the one company that ordered 11% of total sales in 1997. If it's IBM or Intel, I'd be happy. :-) They also announced significantly lower backlog ($60 mln. vs. $90 mln.) and 6% workforce cut. But then who did not? :-))) Raw data at: edgar-online.com biz.yahoo.com biz.yahoo.com Good luck Jurgis

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