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 218.30

+8.6%

Jan 9 3:59 PM EST

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To: Joe Dancy who wrote (4694)	2/6/1998 2:33:00 AM
From: TI2, TechInvestorToo	Read Replies (1) of 10921

I don't know, a few weeks ago I was convincing myself that the Asian flu was a 3-6mos order push out. I was believing that the revenue impact for AMAT type companies was going to be <10% like Morgan said because US, Europe and Taiwan was going to help make up the shortfall. I am hearing rumblings that the pushouts are now 6-12 mos. Any one know folks in the equip business? Ask them. Ask about each of the three companies (Samsung, Hyundai, LG) from both cash crunch and quantity perpsective. Each company is different. Thanks TI2 PS: Just trying to be objective in what otherwise has been a good week for this long!

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