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 154.74

-0.8%

Dec 1 3:59 PM EST

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To: HB who wrote (4776)	2/9/1998 8:03:00 PM
From: Jess Beltz	Read Replies (2) of 10921

Howard, a good point and one in fact which agrees with an idea of Mason Barge's that we've been kicking around. He kind of expects AMAT to come up really short on its numbers, with a resultant big drag on the entire sector. Perspective is most important here. I was trying to look at what the market currently thinks. Your perspective is perhaps more sage, ie, if the news is a contrary surprise, the reaction will probably be swift and ugly. I'm out of semis right now, and seeing what I perceive to be today's downdraft, I think there might be more of the same tomorrow. I might look to jump back in (cautiously) after the open on Wednesday, although I think the BTB ratio (which Shane and Mason and I have been talking about) due out next week (Shane, Mason says Wed. or Thurs., it's not a definite thing with respect to date) may very well carry some more disappointments and another downdraft, especially if there's ANY turmoil in SE Asia in the interim. (a lot of ifs there.) jess

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