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 148.32

-3.3%

Nov 14 9:30 AM EST

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To: Gottfried who wrote (10245)	3/5/2002 11:01:18 PM
From: Zeev Hed	Read Replies (2) of 10921

But, Gottfried, isn't NVLS already pretty close to those April 2000 highs? Even KLAC is now just barely another 50% from its spike high just under $ 100 in early April 2000. Then, the industry was shipping three time as much as the current rate of bookings. Sure, booking have nowhere to go but up, but triple? I have a "gut feeling" that shipments are going to peak in this cycle before they reach the peak of 2000. Zeev

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