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 142.62

+2.2%

Nov 21 9:30 AM EST

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To: 16yearcycle who wrote (4026)	12/20/1997 8:06:00 AM
From: Justa Werkenstiff	Read Replies (1) of 10921

Must Read Check out the Lehman site today and read the updates for SFAM, AMAT, PRIA, NVLS, LRCX, KLIC, FSII, NVLS, TER, SVGI, KLAC, ETEC and EGLS. lehman.com Basically you are going to see some big time earnings downward revisions here for some (not all) of these companies (i.e., AMAT $2.00 to $1.75 and LRCX $1.00 to .55 and KLIC $2.00 to $1.60) because of the analyst's educated guess of what Asia means to each company. The analyst has just "become concerned" with Asia and what it all means after maintaining a bullish posture from the day of the market melt in late October. Some of the analyst's guesses are necessarily based on any management guidance as this is explicitly stated in some of these reports.

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