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: Ian@SI who wrote (8109)	9/26/1999 11:08:00 PM
From: Michael Sphar	Read Replies (1) of 10921

Hi Ian, I too am quite long in semiconductors and therefore trying to keep as objective a perspective as possible. The tragedy in Taiwan will be overcome no doubt but it is definitely putting a blip in the material flow. Only in hindsight will we be able to fully ascertain the full magnitude of its effects and it will impact individual companies differently no doubt.

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