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 159.13

-4.4%

3:59 PM EST

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To: Jim Oravetz who wrote (8392)	5/24/2000 12:13:00 PM
From: Jim Oravetz	Read Replies (1) of 10921

Semiconductor Equipment : ABN AMRO says they still see upside in the semi equipment stocks, arguing that the peak of the cycle is still a good year away even though the stock market discounts a slowing of order momentum a good 6 months ahead. An increasingly prosperous semiconductor industry in CY2000 will drive increasing equipment demand in CY2001; the 6 top spenders on equipment are accounting for above trend 55% of incremental spending in CY2000, a DRAM shortage in 2HCY2000 should result in more aggressive spending in CY2001 Source:Briefing.com Jim

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