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: Proud_Infidel who wrote (8977)	11/1/2000 1:20:36 PM
From: Q.	of 10921

It appears to me that Deahna is getting his input from his colleague at MSDW, Mark Edelstone, who is the semiconductor analyst. A week ago Edelstone was saying growth in semiconductor sales would be 35% in 2001, now he's reducing that to 25%. Deahna takes that input from Edelstone and says the growth rate for capital spending by semi companies is likely to be be reduced "to 10-15%, down from 30%+ previously") and result in pushouts. Just a week ago Deahna put out a 2-page report on LRCX with a strong buy, mentioning among other things the 35% growth rate for semiconductor sales in 2001. I suppose it all depends on whether you believe Edelstone's forecasts.

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