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 150.61

-1.8%

1:59 PM EST

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To: Terry D who wrote (10382)	6/12/2002 11:32:12 AM
From: James R.Gross	Read Replies (1) of 10921

I for one am a believer in the turn in the industry that is about to happen. I have seen a company like SFAM getting orders for copper equipment. When this happens there will be a big turn for those chips. Then the chips in our computers will all be behind,again. SFAM has been getting quite a few orders for this type of equipment from different countries. I checked in I-Watch on Lycos board and SFAM had 75% inst. buying. Very small retail. What about the improving Book to Bill ratio. I looked back at the last period that this ratio went above 1, then saw the equipment stocks start coming out of there base and improving as the number increased. We shall see next week. I hope this market can survive until then. Jim

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