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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 156.00+0.6%Nov 28 9:30 AM EST

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To: shane forbes who wrote (5363)5/10/1998 6:15:00 PM
From: Proud_Infidel  Read Replies (1) of 10921
 
Shane,

There are many who feel the equips are overvalued b/c of the DRAM situation. Please check out the link on this post and note the IDC #'s for 256MB DRAM growth over the coming years. $200 Million in 1999 to $9.4 Billion in 2001. They had better be ready....

exchange2000.com

BK
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