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 168.26

+1.5%

3:59 PM EST

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To: Donald Wennerstrom who wrote (9517)	3/8/2001 9:24:10 PM
From: LemurHouse	Read Replies (1) of 10921

Seems like just about everybody has warned at least once, and naturally everyone is blaming the demand slowdown, excess capacity, etc... the general economic slowdown is always said to be at fault. There's litte doubt that we are in a slowdown, but at the same time I'm sure that some firms are using this to mask the fact that they are having execution problems or losing market share to the competition. Anyone on the thread have any views re who's lunch is being eaten, and by whom? AD

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