FSII - The Worst is Over? Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : FSII - The Worst is Over?

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Donald Wennerstrom who wrote (1715)	1/12/1998 9:18:00 PM
From: Justa Werkenstiff	Read Replies (1) of 2754

Don: The first stocks to show fundamental price improvement will be the large caps (AMAT, KLAC and such) that showed over the past year that they are taking market share and showing good earnings growth. LRCX is an enigma and I would not group it into these companies. Why? Because it lost market share over the past year. Its CMP product in ONTK is not taking share according to the SFAM cc. Now the big houses are wondering if LRCX will ever turn around during this cycle. That is the background issue that is affecting the price for LRCX. That issue is not floating other in the background of the other large caps in this sector.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next