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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 (9355)1/21/2001 12:17:28 PM
From: Kirk ©   of 10921
 
I think your analysis is dead on.

I think the recent downturn was different also in that it was a demand and inventory correction rather than a glut due to over capacity. This is probably easier to recover from as capacity is still light of expected future demand unless all the dollars budgeted for capx are spent.

Good work and keep it up!

Kirk out
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