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 148.29

-3.3%

3:59 PM EST

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To: Jay M. Harris who wrote (4417)	1/13/1998 9:48:00 PM
From: Ian@SI	Read Replies (2) of 10921

Jay, Methinks thou doth protest too much! You haven't reported that INTC is increasing CapEx to 5.3B. You haven't reported that MOT is also increasing CapEX. Yes there are some reasons for concern. But anyone waiting for the leaders to get to 1*Sales is going to miss out on a major upward move. The INTC conference call can be listened to at audionet.com If you have realaudio. Markets in Asia are up another 1.5 to 7.5 (Singapore)percent. Looks like we may have another up day tomorrow. regards, Ian.

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