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 159.33

-1.8%

Nov 7 9:30 AM EST

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To: Ian@SI who wrote (9660)	4/11/2001 6:33:44 PM
From: Math Junkie	Read Replies (2) of 10921

SSB's spinning of Cypress's "zero orders for Q4" as indicating the bottom makes about as much sense as their comments about tantalum capacitors last year. Since Cypress is not the entire semiconductor industry, the door is still open for other semiconductor makers' order outlooks to deteriorate. Some investors have apparently been treating Jonathon Joseph as the new oracle based on his call last year, ignoring the possibility that he might have just gotten lucky.

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