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 163.77

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10:32 AM EST

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To: Ian@SI who wrote (4707)	2/6/1998 11:33:00 AM
From: TI2, TechInvestorToo	Read Replies (1) of 10921

Thanks for the ref Ian, a point of clarification in the ref. Does sales mean getting the PO or shipping the product? The rumblings I am hearing are both Push outs in the PO ( and some folks count bookings before they get PO!) as well as delivery in of existing PO. I now some rotation of customers (Europe picks up systems originally destined for Korea) can cover the pushouts. I believe from recent rumblings that the pushouts are increasing. If true, I don't know how much the rest of the world can come into pick up an earlier delivery. Thanks TI2

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