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 160.52

-4.9%

Dec 12 9:30 AM EST

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To: scott_jiminez who wrote (9336)	1/20/2001 2:00:13 AM
From: Math Junkie	Read Replies (2) of 10921

How can it be a textbook recovery when we haven't had a textbook decline in bookings yet? geocities.com siliconinvestor.com In 1996, bookings declined by 50% over seven months. In 1997-98 they declined about 70% over 11 months. In both cases, equipment stock prices did not bottom until bookings bottomed. So far, bookings have only declined by 10% over about two months. If the sector recovers from here, it will be many things, but it will most definitely not be "textbook."

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