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%

3:59 PM EST

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To: Sam Citron who wrote (2796)	10/19/1997 4:01:00 PM
From: Sam Citron	of 10921

Good news from SEMI via Barrons: Article states that the equips may have "overreacted" to the BTB report and Acer problems. <<Dick Greene, principal analyst at SEMI, notes that orders in September rose 3.9% from August, and have now increased 26% since April. "Business shows no signs of softening," Greene says. "Orders have been growing on a fairly straight line. When prices slip, especially for DRAMs, the manufacturers scramble to upgrade their capacity.">> Anyone have a guess on the longest time period during which DRAM prices have not slipped? SC

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