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 157.83

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12:31 PM EST

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To: Cary Salsberg who wrote (2770)	10/17/1997 10:02:00 PM
From: Sam Citron	of 10921

Cary, <<"uncertainty about 98 prospects is behind the fear, and Carl Johnson added to that uncertainty by claiming 98 business will slow because of the transition to 300mm>> Could you please flesh out Carl's argument and state whether you agree or disagree? Did previous transitions slow business and for how long? Is there anything new this time or is it just a replay of previous transitions? SC

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