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 154.94

-0.1%

11:05 AM EST

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To: Ian@SI who wrote (5252)	5/4/1998 3:17:00 PM
From: Justa Werkenstiff	Read Replies (1) of 10921

Ian: I am still waiting for some bear to legitimately make the case that 1999 will be worse than 1998 in this sector. If one assumes that the market anticipates a recovery in this sector 6 to 12 months in advance of a significant change in fundamentals and assuming no market correction or bear market, that is the case the bears must sell in order to convince me that this sector is going to revisit the lows set this past December - January.

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