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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: Gottfried who wrote (7150)10/20/1998 3:51:00 AM
From: Q.   of 10921
 
Orders down from $1.8 B at the peak to $0.48 B in September.

It looks like orders nearly fell in half, Sept compared to June.
Factor out the 3-month averaging, and I wonder if there were much of
any orders at all last month.

The SEMI announcement hints at a bottom, with the back end reporting
a slight increase in orders. (People say that back end orders bottom
first because they are capacity driven, and therefore they serve as a
leading indicator for the front end.) With orders diminishing by a
factor of two every few months, I certainly hope so.
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