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 142.62

+2.2%

Nov 21 9:30 AM EST

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To: cluka who wrote (8101)	9/24/1999 2:48:00 PM
From: Gottfried	Read Replies (1) of 10921

cluka and all, there is an inconsistency here. Excerpt from Jules Garfunkel's post... Yesterday, INTC dropped 5+ points, attributed partially to Drew Peck's, of Cowen and Co. remarks that Intel could be adversely impacted by shortages in parts from Taiwan. In other words, Drew's fears were that Intel would not be able to meet demand, due to a shortage in supply, at a time of strong PC demand. Today, INTC is down another 4 1/2 points, attributed to Dan Niles, of RSBB, reporting a shortfall in demand of some 2M units, because of debookings. In other words not enough demand to meet supply. DOES ANYONE ELSE SEE AN INCONGRUETY HERE? Message 11353564 Gottfried

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