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 159.74

+1.0%

Dec 3 3:59 PM EST

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To: Joel R. Phillips who wrote (2757)	10/17/1997 5:26:00 PM
From: Sam Citron	of 10921

Joel, It is not enough to note that Test BTB is strong. We must ask whether the number has ever exceeded 1.29 and determine the reasons for the strength to gain insight into its sustainability. We need to explore relationships, leads and lags between test, assembly and front-end BTB. This is not rocket science but simple mathematical modeling. Finally we must ask whether bookings mean anything at all, in light of the fact that they are seemingly so simple to cancel or stretch out like silly putty, w/o penalty. The market is neither an idiot nor a genius, but simply a barometer. Not ROTFL, (possibly too serious for a Friday night) SC

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