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 151.88

+6.5%

1:00 PM EST

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To: Jurgis Bekepuris who wrote (4887)	2/19/1998 11:17:00 AM
From: Mason Barge	Read Replies (2) of 10921

Jurgis: I don't follow PHTN closely, I looked at it and decided against it but I'll need to get back with you. LAM can't win for losing. They announce their hot new CMP tool at 7.30 this morning, and at 8,00 this post hits Semi New: techweb.cmp.com I'm buying today, for anyone who cares. The Asia news was excellent and I don't want to miss the boat that will leave in a couple of days or a couple of months or a year or two. Who can time this sector? My working assumption at this point is that Indonesia is going to have very serious political and economic problesms, further affecting Japanese banking woes, but that otherwise, the situation in Japan and Korea will not play out any worse than currently anticipated, that is, the expected problems from the currency crisis and some bankruptcies (or in Korea's case, additional problems from unions vs. companies operating at a loss), and then a gradual recovery.

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