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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 158.18+2.2%Dec 2 3:59 PM EST

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To: TI2, TechInvestorToo who wrote (4716)2/6/1998 4:44:00 PM
From: Mason Barge  Read Replies (3) of 10921
 
I'm hearing rumors (no decent substantiation) of layoffs at both KLAC and AMAT -- of course, as always, even if these are true, they may be priced into the stock. I would suspect AMAT is going to make some forward-looking announcements with its earnings report that will drive the entire sector up or down.
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