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%

Nov 26 3:59 PM EST

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To: Cary Salsberg who started this subject	11/12/2001 9:36:32 PM
From: Bob Anderton	Read Replies (2) of 10921

The dirth of messages on this board could be interpreted as a good sign for semi-equips based on the blood running in the streets hypothesis. What will be the first signal of the upturn? The orders side of the BTB picking up? The BTB itself going higher than it is or higher than some level? The SOXX anticipating all of that and turning up first? Would you interpret the run up since September for Semi Equip stocks to be indicative of the market being the best leading indicator of the industry picking up or is that just recovery from oversold levels in September? Bob

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