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 142.62

+2.2%

Nov 21 9:30 AM EST

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To: Cary Salsberg who wrote (3521)	11/17/1997 9:07:00 AM
From: Sam Citron	Read Replies (1) of 10921

Cary, RE: CC T leaves A thought to ponder as we approach AMAT CC countdown. Drew Peck, who analyses Intel for Cowen & Co., says (in current issue Worth) that he finds most CCs a waste of time and would rather meet with customers than management. He states that CCs are useful mainly as a barometer of what other analysts consider important. SC

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