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 159.13

-4.4%

Nov 11 3:59 PM EST

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To: Gottfried who wrote (10464)	7/18/2002 12:52:45 PM
From: Jim Willie CB	Read Replies (1) of 10921

several possible explanations for utility index decline a) they are loaded with debt burdens which may not be easily rolled over and refinanced b) they might have growing derivative losses soon to face exposure c) they might be engaging in phoney transactions which would tarnish their bookkeeping d) they might be in a squeeze from rampant state controls of middleman pricing e) maybe with all the Fed monetary stimulus, inflation is anticipated in 2-3 years we will see in the meantime, I am dizzy, I cannot see straight maybe I am far too negative that my vision and thought process is shakey / jim

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