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 143.19

-2.9%

3:59 PM EST

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To: shane forbes who wrote (5233)	5/1/1998 10:29:00 AM
From: Ian@SI	Read Replies (1) of 10921

Shane, What numbers are you looking at? Selling more than $2B of equipment in 1 month, especially February is not exactly "falling off the proverbial cliff...". In fact, it's outstanding and unexpectedly so given the pronouncements from the equipment makers. Further, most companies would kill for 15% Year over Year growth. What yardstick do you use to presume that better than 40% Y/Y growth is a disaster? Just looking for some objective info, Ian.

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