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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: Justa Werkenstiff who wrote (3945)12/18/1997 1:22:00 PM
From: Ian@SI  Read Replies (1) of 10921
 
Justa, Bob,

Thanks for the summaries. I was wondering if negative statements had been made as both LRCX and AMAT went up while SFAM was down. Obviously, that speculation is unfounded.

Teri,

In your note, you stated the belief that overcapacity is such that CapEX will be constrained. Do you have a definitive source which leads to that conclusion? References I've seen indicate it's only "brown banana" capacity that is in excess; leading edge capability is fully utilized with demand for more.

Agreed that there's market risk in today's prices (or at least some of them). I'd probably be more risk averse if I was facing an imminent Harvard tuition.

Ian.
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