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: Justa Werkenstiff who wrote (4164)	12/26/1997 10:53:00 PM
From: Zeev Hed	Read Replies (1) of 10921

Justa, I think you are picking up the trend, 225, 15%, 11%, 9% and now the expectations are for 7%, and some think even that might be high. I think the most striking fact is that last month shipments from the semi equip people reached a top of slightly above $3 Billion which annualized will come to $36 Billion, this, for the time being is as best as can be, thus from here we have a period of month to month comparision which are going to be reinforcing the malaise, not relieving it. Zeev

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