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 233.46

-5.9%

Jan 30 9:30 AM EST

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To: Paul V. who wrote (3890)	12/18/1997 10:47:00 AM
From: Teri Skogerboe	Read Replies (2) of 10921

Paul, Re: "With the funds jumping on board so quickly this time..." I hate to be difficult, but I think we could certainly debate the question of whether they are early or LATE. My current vote is that they're late. Further, the fact that 389 possibly ill-informed fund managers are holding AMAT at this time isn't the kind of evidence that gets me all fired up to buy a stock. I'm looking for fundamental, foundational reasons, as in, I want to understand the reasons chip makers will invest in CapEx heavily (enough to fuel growth for AMAT et al) in this over-capacitied environment. I don't ask for much, do I -g-? Bottom line for me is: DRAM prices stink, SE Asia isn't well (minimal), we have too much capacity, and demand could be better. I'm on the sidelines (mostly) for now wanting more positive fundamentals. However, I do appreciate hearing your and the thread's views on all of this. Regards, Teri PS. My daughter may decide she wants to go to Harvard; accordingly, I can't be totally stupid. :-) (I can at least try.)

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