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 151.94

+1.1%

Nov 25 3:59 PM EST

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To: scott_jiminez who wrote (8994)	11/11/2000 12:48:51 PM
From: Zeev Hed	Read Replies (2) of 10921

Scott, I think that AMAT will be the key to "knowing" if it is time to get back in or not. They report this week, IMTO, if they breach the late October lows (just above $40) next week, despite good earnings, or if the CC is less than Morgan's usual extreme optimism, you may want to still be on the sidelines (probably till late next February or early march?). If we hold the lows, you may want to jump in for at least a post election rally to just under $50 and watch for industry signs of additional weakening or renewed vigor in bookings. Personally, the only semi cap company I am still in right now is BRKS (and yes, I am down some 15% on this last buy), I might very well sell that one as well if AMAT does not hold $40 this week. We may know Monday or at the latest, late Wednesday. Zeev

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