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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 142.62+2.2%Nov 21 9:30 AM EST

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To: Q. who wrote (8982)11/1/2000 1:42:46 PM
From: Pete Young   of 10921
 
N-

I don't remember announcements of pushouts to be at all good. If MSDW is right, the real bargains are to come. My personal sources tell me that at least for now, things couldn't be better in the industry. I think that some slowing is assured, but how much? Perhaps I'm grasping here, but what about the wide divergence of opinion between Dataquest and Wall St? It has always seemed to me that markets either predict perfection or disaster. Reality, IMHO, is almost always in between somewhere.
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