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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 214.32-2.8%3:59 PM EST
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To: Zeev Hed who wrote (8438)7/9/2000 7:27:03 AM
From: scott_jiminez  Read Replies (3) of 10921
 
Gottfried: Yes, orders will be increasing for another 1.5 to 2 years.

And Zeev I have a 'forecast' (that feels just as preposterous when I write it as when I read it. The more accurate term is 'guess') as well: the semi-equips will be a consistently excellent place to be for at least 18 months. Thus I certainly will become exceptionally cautious in 2002. Prior to that, you can throw my way your double tops, your box tops, your cups and flying saucers, and whatever other T & A (er...TA) you've got , I'm staying put.

And that's for one surprisingly simple reason: you're guess is as good as mine.

[The post I just placed on the Kulicke and Soffa thread reinforces my resolve and further undermines the Fall, 2000 chicken little scenario.]
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