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 158.70

+1.0%

Dec 5 9:30 AM EST

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To: Joel R. Phillips who wrote (2757)	10/17/1997 5:00:00 PM
From: Running Bull	of 10921

FWIW, I have been on a trip and wasn't aware of all this blood letting (it is pretty painful) until I picked up the paper this am and discovered about $50 K had slipped through my fingers. Not knowing that the BTB came out, I attributed the sell off to some perceived or real fear over a trade war with Japan. No one else has mentioned this and I wondered if anyone else made this connection or has comments. In particular, Mattson was hit very hard and does a lot of pacific rim business and it seemed that perhaps the prevailing thought was that we would be cut off from all pacific rim export opportunities in retaliation.

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