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 157.53

-0.4%

10:56 AM EST

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To: Investor2 who wrote (4740)	2/8/1998 12:19:00 AM
From: Jess Beltz	Read Replies (2) of 10921

I2, your question is at the heart of my post. That is, what is the Market's mood? My thoughts: (1) If it punishes SFAM severely on Monday, (a) it sees bad news concerning AMAT's earnings and semis with Asian exposure. => (b) wait until AMATs numbers are released and the market's reaction to them takes place (ie Wed.) to jump back into the sector. (2) If it treats SFAM leniently on Monday, concerns vis-a-vis AMAT may not be too great (ie lower whisper hurdles) and those wishing to trade the sector may want to get back in (if not in already) sometime on Monday. jess.

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