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 155.00

-5.0%

3:59 PM EST

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To: Cary Salsberg who started this subject	1/16/2001 5:47:11 PM
From: scott_jiminez	of 10921

The Intel earnings as viewed by Briefing... (my emphasis) Intel (INTC) 31 3/8 -3/4: -- Update -- Despite guiding down Q1 revenue numbers, Intel sees capex rising to $7.5 bln in 2001 from $6.7 bln in 2000, much stronger than the market had expected. Intel says that despite near-term uncertainty, it will use its financial strength to invest for the future. News is benefitting semi cap equipment names such as Applied (AMAT), Novellus (NVLS), and KLA-Tencor (KLAC) [and Kulicke and Soffa (KLIC)], all of which are traded up 2-3 points after hours.

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