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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 160.52-4.9%Dec 12 9:30 AM EST

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To: Cary Salsberg who started this subject1/23/2001 8:59:48 PM
From: scott_jiminez  Read Replies (1) of 10921
 
A nice breakdown of front-end vs. back-end...

messages.yahoo.com

The assembly side has been out of sorts (a BtB of 1 or less) for quite some time. The slightest sign of life may continue to propel the back-enders within what superficially appears to be a problematic environment.

[Gottfried- I don't know the source of this info]
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