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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: Robert Douglas who wrote (9440)2/5/2001 4:06:42 PM
From: Katherine Derbyshire  Read Replies (1) of 10921
 
At the bottom of a semiconductor equipment cycle, both the companies and the investors are spilling plenty of blood. To date I have seen no announcements of either losses or layoffs by semiconductor equipment companies. Nor have the pundits started bailing out of the sector. The blood in the streets is barely trickling.

Katherine
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