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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 164.06+3.0%11:42 AM EST
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To: P.T.Burnem who wrote (10592)8/14/2002 10:53:47 AM
From: Cary Salsberg  Read Replies (1) of 10921
 
RE: "Terrible news from AMAT"

I don't think an order growth sequence of +51%, +5%, -5 to 15%, is "terrible".

I posted that I was surprised by the 51% increase and that orders would be lumpy and not necessarily monotonic.

I should hope AMAT would not be "tanking". It is close to the bottom of my buy range.<g>
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