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 3:59 PM EST

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To: semi_infinite who wrote (7998)	7/18/1999 3:34:00 PM
From: McDuck	Read Replies (1) of 10921

{OT?}Interesting chart. It's says to me that quality stocks count! Question to the thread: If fabs plan their capital equipment buys to get all the equipment up and running at the same time, in theory, vendors supplying the equipment builders might be a leading indicator. Is there some phase lag in the charts that may indicate a cyclical peak? To opine on my own question. Probably not. It doesn't jump off of Ray's chart. I have worked for several equipment builders and OEM's supplying automation to equipment builders, but I've found they are as blind to future demand as anyone. This may be due to all players in the food chain "overbuying" in good times and "underbuying" in bad times. This gets supply and demand out of phase. My favorite predictor for the peaks is "...it's really different this time" <VBG> McDuck

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