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 162.77

+2.6%

3:59 PM EST

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To: Michael Sphar who wrote (9521)	3/11/2001 3:50:32 PM
From: Gottfried	Read Replies (1) of 10921

Michael, >Did I miss the beginning of the 300mm dash?< If you missed it you have company. Nobody knows. I expect SEMI orders and btb to continue declining for a few months -simply because that would make the chart look like previous cycles. But how the big money will react I don't know. If anyone tells you what will happen to price, don't believe them. Only the big trends can be predicted, i.e. the cyclicity. Gottfried

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