The Justa and Lars Honors Bob Brinker Investment Club Thread Message Board

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Pastimes : The Justa and Lars Honors Bob Brinker Investment Club Thread

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Nov 7 4:00 PM EST

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To: Investor2 who wrote (427)	7/21/2000 9:16:22 PM
From: Justa Werkenstiff	Read Replies (3) of 10065

I2: Re: "I missed it ... What happened to make the semi equip stocks crater today?" Chose one or more or make up you own: (1) Market discounting six months in advance of perceived slowdown. When these stocks do not go up on good news, "caution" is the word. (2) Bagley warns of slower growth due to component shortages in industry. ASML confirms same in earnings report. Constrained capacity means ceiling to growth. (3) Bookings are flat at best and may be peaking or have peaked. TER bookings below estimates. Bookings are fuel to the sector. No bookings growth; no price appreciation. (4) Rumor that LRCX will miss some aspect of its earnings report. Check the volume on this one the past few days. Big boys were voting with their feet.

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