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 211.92

-7.9%

2:54 PM EST

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To: Joseph Beltran who wrote (8511)	8/5/2000 11:12:26 AM
From: Zeev Hed	Read Replies (1) of 10921

Joseph, when we reached a BTB of 1.44 (or was it 1.46) it was an all time high in this series, and in one of my posts I asked, can it go much higher? Since shipments are currently at monthly records highs, bookings will have to be "unimaginable" to exceed the BTB of 1.44 at current shipment levels (at least in "this cycle"), shipments will have to first come down from their current level to get a BTB even higher than 1.44, IMTO. Zeev

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