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 155.15

+2.1%

3:59 PM EST

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To: orkrious who wrote (9994)	7/17/2001 11:21:16 AM
From: Jerome	Read Replies (1) of 10921

ESIO**guidance was cut but so what** every firm is cutting guidance. From the Yahoo boards I read that next quarter will still be profitable (about 30% less). I did not listen to the conference call because I was listening to NVLS/LRCX. If I have time I will follow up on the matter... My viewpoint would be that if you are going to own these companies, own the ones that remain profitable in good and bad times. Regards, Jerome

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