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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 142.62+2.2%Nov 21 9:30 AM EST
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To: Cary Salsberg who wrote (2393)7/28/1997 4:16:00 PM
From: Paul V.   of 10921
 
Cary, You own both LRCX and KLAC. Their earnings are to be released tomorrow. What are your views as to how their EPS be tomorrow and how do you perceive WALL STREET will view the returns. I am wondering what impact they will have on the prices leading up to AMAT earnings
disclosure on the 12th. You may want to post your reply on the AMAT post.

Thanks.

Paul
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