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 240.34

+0.2%

11:14 AM EST

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To: Jerome who wrote (9051)	12/1/2000 3:07:48 PM
From: Zeev Hed	Read Replies (1) of 10921

Jerome, I would be very careful, sure each of these have their own reasons for their better relativ strength recently, but they eventually all come to the norm. Note the post below on capacity increase this year, it may reach 25% and that is where the 1995 trouble started. Look at the leaders in the chip (INTC) and the semi Equip (AMAT) today, and that might be a sign of things to come for the rest of the sector. Right now, I am flat on semi and semi chips (I just sold BRKS and VECO earlier today). Zeev

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