Semitool Message Board - Msg: 1133489

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To: Perry who wrote (68)	4/5/1997 9:22:00 PM
From: Douglas V. Fant	of 75

Perry, Yes. But for Lam Research's pre-announcement it has been quiet so far in equipment stocks. We're headed upward order-wise in the industry sector, How fast? Faster than the analysts currently assume, judging from anecdotal evidence of actions by suppliers of parts & components to the equipment industry. Honestly though we will probably not make "huge" profits in 1997,as we'll have the drag of rising interest rates through the summer. However I cannot predict when interest rates will flatten out, so I'll hang onto my equipment stocks. I vaguely remember AMAT's 1st quarter earnings to have been announced Feb 14th, so about May 14th sounds about right. Pay attention as it is usually a good options play.... I do not know what a "quit time" is- what is it? Legally you can pre-announce bad earnings as soon as you'd like- generally the sooner the better so as not to set yourself up for a shareholders' lawsuit.... Sincerely, Doug F.

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