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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: Investor2 who wrote (3536)11/19/1997 3:02:00 PM
From: Jurgis Bekepuris  Read Replies (2) of 10921
 
Investor2,

>>The impact of SE Asia is starting to be felt??

Nope, the Disk Drive industry is in overcapacity.
Micropolis is the first victim. Fujitsu and Samsung are
still expanding their Disk Drive businesses. Another
"no limit" poker as Carl Johnson says. ;-)

Good luck

Raimondas
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