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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 158.18+2.2%3:59 PM EST
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To: John Stewart who wrote (8388)5/25/2000 10:32:00 AM
From: Ian@SI  Read Replies (2) of 10921
 
Hi John,

Are you still on the "bear list" today?

It seems to me that the INTC N.M. new fab announcement
has confirmed that the tech revolution is alive and well;

that the Semiconductors, their equipment companies and those building semiconductor based products will continue to thrive for several more years to come.

that the 300mm build will be contiguous with the current cycle in the sector.

i.e. I'm still in the Bull camp; even though I've lost several of my RBCs (about a pint or 2).

Bloodied, but not broken,
Ian.
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