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 155.15

+2.1%

Nov 26 3:59 PM EST

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To: John Chalker who wrote (4490)	1/18/1998 9:59:00 AM
From: Zeev Hed	Read Replies (3) of 10921

Chalks, while I will not dispute that you might be right and the semi-equip segment bottomed on Dec 12, I would like to point, that historically, the segment does not bottom unitl its BTB has gone under 1, we are still above 1 as we speak, I believe. The bottom is often set at the low in the BTB, unfortunately, at the time, there is alwyas fear that the BTB has not bottomed, thus the unusual opportunities offered when a bottom is actually reached. Zeev

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