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 144.58

-1.9%

10:32 AM EST

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To: Jay M. Harris who wrote (4200)	12/30/1997 2:08:00 PM
From: cfimx	Read Replies (2) of 10921

Jay, So you expect things to be on the right track in the second half of 98. Why then, if markets discount the future, some say six months out, are we not beginning to see markets begin to discount your less than rosy scenario? And Jay, don't they read all the same stuff you do? You have to admit that, to a certain extent, the prices we see for semi caps reflect an uncertain immediate future? Here's something to ponder. If EVERYBODY is universally bullish with regards to the LONG TERM future of this industry, maybe we need to be more concerned about what COULD go wrong there. But Jay, when do we start to see some fireworks?

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