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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 148.83+3.9%Nov 19 3:59 PM EST
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To: Michael Sphar who wrote (8092)9/22/1999 10:29:00 PM
From: MikeyT  Read Replies (1) of 10921
 
Sept is a no brainer. It should be interesting to see how the cycle will pick up during the push to 300mm and copper.

Regardubg the earthquake in Taiwan, one of the story I read listed 10 billion dollars in damages in Siclicon Valley of Hinchiu. I wonder how much of this was equipment.
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