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: w0z who wrote (9697)	4/18/2001 8:10:54 AM
From: w0z	Read Replies (1) of 10921

At any inflection point, the data is likely to be noisy. When it is obvious, the train has left (in either direction!) INTC confirmed MU's comments about March (PC-related). RFMD adds one of the first indications of the Comm area strengthening: -- March Quarterly Book-To-Bill Improves to Greater Than One, Driven By Strong GSM Order Rates -- Company is 100% Booked For 20% Sequential Revenue Growth

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