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 151.94

+1.1%

Nov 25 3:59 PM EST

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To: WTSherman who wrote (10018)	8/26/2001 12:00:40 AM
From: Ian@SI	Read Replies (2) of 10921

WTS, These stories are one of the best leading indicators that we've seen the bottom. The other key indicator is having the sector called "dead money" by 2 or more gurus. Every cycle bottom has been met with pronouncements that the sector is dead forever; that there will never again be a sufficient growth driver to cause investment in new capacity to take off again. It's as if it's a necessary condition for the next upturn which will dwarf all prior upturns. Ian

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