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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: WTSherman who wrote (9345)1/20/2001 12:29:11 PM
From: Gottfried   of 10921
 
WTS, thanks for a thoughtful post. There's a new complication which may delay semi recovery. We could postulate that hi-tech in Silicon Valley needs to do well for the semi industry to recover. The CA energy crisis has just begun and already businesses report losses due to outages. I think that's the tip of the iceberg.

Jubak addresses who may be impacted and who may gain. He also expects energy problems to spread from CA to other states. moneycentral.msn.com

I see no easy recovery any time soon. Fed cuts won't help with energy shortages.

[Samsung may cut capex by almost $1B: Message 15216351]

Gottfried
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