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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 200.99-1.0%Jan 8 3:59 PM EST

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To: Ramsey Su who wrote (7513)1/8/1999 12:48:00 AM
From: Clarksterh   of 10921
 
Ramsey - Ian, don't take Bagley too seriously.

Although I no longer own LRCX (I moved to CYMI and ETEC), I will say that having listened to many of his conference calls last year he is easily the most accurate of the CEO's of the big semi equ companies. He was predicting scary things long before anyone else (Morgan et al.). If he says things are improving I'd tend to trust him more than most other sources. Just FYI

Clark
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