Mr. Pink's Picks: selected event-driven value investments Message Board

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Strategies & Market Trends : Mr. Pink's Picks: selected event-driven value investments

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To: Mr. Pink who wrote (16332)	2/24/2002 3:24:01 PM
From: Mad2	Read Replies (1) of 18998

Re: LRCX Revenues of $259.2 million were 24 percent lower than the quarter ended September 23, 2001............ New orders of approximately $124 million were about 10 percent below the previous quarter. Book to bill is still running in the .5 range, should get better as revenue per quarter drops Real problem is mutual fund holders with a tech orientation haven't quite figured out how overvalued the sector really is. As a result tech fundy mgr's still have money to throw away on some perverse belief that the techs will turnaround. mad2

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