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 148.32

-3.3%

Nov 14 9:30 AM EST

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To: Cary Salsberg who wrote (7992)	7/18/1999 1:28:00 PM
From: semi_infinite	Read Replies (2) of 10921

Cary, Thanks were taking on this difficult subject. Looking at the combined chart over the last 5 years: techstocks.com The stock prices peaked about a year before the earnings peak, and a few weeks after the Semicon West show in 1995. Therefore, I would think that the sell-analyses would have to be based on forward looking PE and other factors such as chip demand and prices (and this may be reflected in the bookings and BTB). I recall that Soundview's analyst, Rick Whittington (sp?), turned negative at about the right time. Many people disagreed. I also remember Merill Lynch increasing Micron's price target to about $200 when it hit $90 back in 1995. Now, there is an idea, we will just use ML as contrarian indicator :-). Back on topic -- where can one get detailed historic data on earnings expectations?

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