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 158.70

+1.0%

Dec 5 9:30 AM EST

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To: Math Junkie who wrote (9664)	4/11/2001 6:46:14 PM
From: Zeev Hed	of 10921

Yes, but he put a "buy" on AMAT when it hit the $47/$48 area and on MU at the $43/$44 area, and I think that both of these are going to see the mid 30' before they see the mid $50', so that call, IMHO, is premature. I also think he is premature in his assessment that things cannot get worse, typically, in this space, when things get bad we have actual failures of the weak players and we have massive layoffs, and we also get the strong to buy the weaklings, we have not seen much of that at all here, as yet. Zeev

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