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 156.00

+0.6%

Nov 28 9:30 AM EST

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To: Bill Hermesmann who wrote (8992)	11/11/2000 11:55:24 AM
From: Gottfried	of 10921

Bill, I'm waiting for the SEMI organization to issue their October orders/shipments/btb numbers. September bookings were down. If October bookings are down as well, we may have a trend reversal. Bookings or the anticipation of bookings influence stock price. You can see a lot of that charted on Kirk's site, but it may not help. Still, it's better to be informed than not. pw2.netcom.com scroll down on the site for semi charts. Gottfried

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