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Politics : Idea Of The Day

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To: Bo surfs who wrote (12535)	10/24/1997 10:48:00 AM
From: Cynic 2005	of 50167

Bo and other semi-equip enthusiasts. The news is that Intel postponed equipping a Texas fab for flash-mem due to weak demand. That explains a lot of recent weakness in AMAT, LRCX and the like. I hope you got a chance to examine my comments and act accordingly. Today, there were downgrades on this entire group. It may be tempting to jump in because the bad news is out already. I say this is just the beginning of the end of this cycle. You will have plenty of time to catch the bottom, IMHO. My AMAT and LRCX puts are looking good. Good luck! -Mohan

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