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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 155.15+2.1%Nov 26 3:59 PM EST
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To: Ian@SI who wrote (3002)10/24/1997 10:16:00 AM
From: Sam Citron  Read Replies (1) of 10921
 
Ian,

The cheerleading is encouraging, but don't forget the statement buried in KLAC's EPS news release, "New order volume was slightly below
revenue levels..."

Of course, since we were not allowed to access to the conference call, it was difficult to ask for elaboration about the "seasonal factors" blamed for this.

biz.yahoo.com

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