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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 175.31+1.8%3:59 PM EST

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To: Sam Citron who wrote (3359)11/10/1997 10:40:00 AM
From: Ian@SI  Read Replies (2) of 10921
 
[offtopic to Sam]

Re: Fast track defeat/deferral should be bearish for $US

Darn, I shouldn't have waved the Canadian flag so quickly. ;-)

In any case, with or without freer trade, more than 3/4 of the world's population still have the desire to "catch up" with US standard and quality of life. Chip based products will facilitate that desire; the leading Capital Equipment makers should continue to see above normal growth. The only question, IMO, is the magnitude of "above normal".

Best regards,

Ian.
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