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 148.83

+3.9%

Nov 19 3:59 PM EST

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To: Robert Einstein who wrote (3645)	12/2/1997 8:52:00 PM
From: Proud_Infidel	Read Replies (1) of 10921

Re:Mr Kurlak with Mer Lynch. He is very respected Semi Analyst. By whom? Certainly not by me. He uses extreme hyperbole in his predictions several times a year causing the techs to soar or plummet. My own opinion is he does this to grandstand. ReBandwidth is the problem, NOT power in the PC. This is what Short-Sighted analyst logic looks like up close. These people have no imagination IMO. In only 12-16 months there will be new applications used by the masses that simply are not widely used today. Voice recognition, real-time videoconferencing, and DVD movies on PC's are only a sliver of what is to come. They do require faster processors, more DRAM etc. etc. They are here at the present, but run like molasses on even the fastest machines. So unless demand is not there for these new apps and every PC owner only wants to use their computer only for Word or Excel, then Tommy is correct in what he is saying. Otherwise, he either doesn't have a clue or wants to create a buying opportunity for himself. My guess is the latter, otherwise the idiots are running the show. We think this is the beginning of the real end-cycle for the semi industry. Yes everyone sell your semiconductor stocks beca... I can't even type this out its so ridiculous. It's unlikely the semi stocks have seen their lows. On this one he is probably correct. With people like "bi-polar" Kurlak out there spewing this garbage, I don't know if we can ever be certain that we've hit bottom. BK

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