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 155.15

+2.1%

Nov 26 3:59 PM EST

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To: Ian@SI who wrote (5250)	5/4/1998 1:28:00 PM
From: Fortinwit	Read Replies (1) of 10921

The latest from Infrastructure... While I cannot quote directly from the notes delivered last Friday (copyright issues), I can report that Carl Johnson & Co. continue to be pretty bearish on the semi-equips. To wit: - The bottom (in shipments and bookings) is several qtrs away, - They are concerned about the current 'exuberance' in the sector, - The next boom cycle will come from the shift to 300mm, - Don't expect any good news from the memory market for some time.

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