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 150.32

+5.4%

Nov 24 3:59 PM EST

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To: Charles R who wrote (8896)	10/22/2000 5:06:53 PM
From: Gottfried	Read Replies (1) of 10921

Chuck, thanks much for the market share discussion. I need to do more homework there. <what is your definition of "the end of the semi equipment cycle"? Is it when orders reach a top? Is it when orders reach a bottom? > >For me it is when the orders reach the top (not billings but bookings)< Then by your definition the cycle is not over - unless SEMI reports lower order numbers tomorrow. [unlikely] Gottfried

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