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 160.52

-4.9%

Dec 12 9:30 AM EST

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To: Cary Salsberg who started this subject	2/23/2001 6:11:17 AM
From: scott_jiminez	Read Replies (1) of 10921

At a time when the consensus appears to be... no substantive recovery until 2002, there were a number of interesting items appearing yesterday. My presentation of these items may be construed as a wholly pathological request for replies which will indicate why all of this evidence should be ignored. 1. Sue Billat sees an equipment sector turnaround in 2H, 2001: public.wsj.com The article concludes. 'If things pick up for chip makers in the second half, as analysts predict, equipment suppliers could start to see their orders pick up by late summer or sooner. The downturn "is not going to last all that long," Ms. Billat said.' 2. Leading economic indicators had an unexpectedly large rise in January. Economy has cooled but no sign of recession: biz.yahoo.com Some quotes: a)``There's no question that we've hit an inflection point,'' Swonk said, adding that other data had already begun to point to an eventual recovery. ' b) ``The reality is that consumers' actions speak louder than words,'' Swonk said, adding that although the current financial situation of consumers has deteriorated slightly, it still remains ``well within expansion territory.' c) ``When you take an economy that's really not that bad and you give that much monetary stimulus and that much fiscal stimulus it's like you taking a fourth cup of coffee,'' he said. 3. Suppliers of equipment companies MAY already be seeing the earliest signs of a turnaround messages.yahoo.com I now return you to your regularly schedule doom and gloom (a.k.a. we're headed for a 'recession of the century' and no equipment recovery until mid-2002....or 2003...or...)

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