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 142.62

+2.2%

Nov 21 3:59 PM EST

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To: Zeev Hed who wrote (9457)	2/6/2001 9:26:26 AM
From: Jerome	Read Replies (1) of 10921

You guys are all fighting the wrong war. Top or bottom of the cycle, start or end of the recession, interest rate changes, employment data and the likes.And how does all this relate to the current price of AMAT. My intensive research indicates that spam out performed amat in spite of rising hog prices and a change in the presidency. siliconinvestor.com When my research is finished I will publish a complete report comparing beef and chicken prices with AMAT.This is a tough job but its gotta be done.Gottfried might be able to supply a few charts. Jerome

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