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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 139.60-6.2%Nov 20 3:59 PM EST
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To: Cary Salsberg who wrote (3932)12/18/1997 12:28:00 PM
From: Proud_Infidel  Read Replies (1) of 10921
 
Cary,

Thanks for the reference. Don't you think there is a bit of panic in the market and thus in the #'s for FY98? Morgan & Co. gave guidance of $2.08-$2.15 after the SEA crisis had begun. They are not ones to give overly optimistic guidance. In fact, there have been few times when they were way off. '96 is one of them, but I do not see this as a repeat of that year. Hopefully I'm not wearing AMAT colored glasses. TIA for any insight.

Regards,

Brian
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