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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: Cary Salsberg who wrote (10290)3/6/2002 10:36:15 PM
From: Zeev Hed  Read Replies (1) of 10921
 
Cary, I may have not expressed myself clearly, when I said doubling current order rate (or $1.5 B/month in shipments), I should have said "best case". I have no idea if we get that high before the next peak in equipment shipments.

Zeev
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