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 9:30 AM EST

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To: Math Junkie who wrote (9453)	3/25/2001 1:01:09 PM
From: Sam Citron	Read Replies (1) of 10921

Richard, "Analysts meeting at this week's SEMI investment conference in New York also said downturns in the business typically result in a 50-to-70% drop in tool orders from a cycle's peak before they begin to pick up again. The peak in the current cycle occurred in October at $2.99 billion for bookings--meaning that the semiconductor equipment downturn might only be halfway over." siliconstrategies.com Precisely the point you made over a month ago. Well done!

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