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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 9:16:44 PM
From: Proud_Infidel  Read Replies (2) of 10921
 
Scott,

Re JJ of SSB

For all intents and purposes JJ was right but only because there was a market slowdown. This is not a downturn as he had predicted however. Downturns are marked by a drying up of capital and losses across most of the sector for an indefinite amount of time. By all accounts, the next 2 quarters will be difficult, but sustained losses are not to be with a whole host of 300mm plants coming live in the next few years.

On more thing regarding Jonathon Joseph. He specifically stated that we would see a downturn because of what he claimed was an oversupply of tantalum capacitors. After this statement was made, NEC(?) came out and stated they were increasing their capacity for tantalum capacitors because of a shortage. He was wrong in his thesis but because of the market downturn which occurred in late '00, people like you now claim he is a sage. Look at exactly what he said and the case is most clear that he is indeed not a sage.

BK
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