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 150.32

+2.0%

Nov 24 3:59 PM EST

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To: Joseph Beltran who wrote (5290)	5/5/1998 6:28:00 PM
From: Clarksterh	Read Replies (1) of 10921

Joe - I agree Japan isn't likely to recover anytime soon, but they may not crash either - they've avoided it for 7 or 8 years, why not another year or two? Given that, the impact of SEA on the equipment makers is transitory since SEA, excluding Japan, is only a small percentage of final demand for semi-conductors. JMO. Clark

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