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 9:30 AM EST

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To: Ian@SI who wrote (8340)	4/16/2000 11:29:00 AM
From: Demosthenes	Read Replies (1) of 10921

Ian, <<Shipments today, are at or near an all time high. A falling Book to Bill would be a healthy indication that: he sector is not overheating; the equipment companies are able to keep up with orders; lead times are not growing excessively; prices paid by the chipmakers will remain reasonable; double booking is unlikely; etc.>> Nice to see your usual dose of sanity and common sense. I put on my buying shoes at Friday's close. And have more cash to spend this week. Selling into this market is just plain loco. I'm grateful I have the temperment to take full advantage even if I don't buy at the very bottom. Ever, D

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