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 151.94

+1.1%

Nov 25 3:59 PM EST

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To: Ian@SI who wrote (5295)	5/5/1998 10:21:00 PM
From: MikeM54321	Read Replies (1) of 10921

Interesting comments from the king of networking, John Chambers. It's just amazing how many different opinions there are of the SEA situation. My opinion(guess) is that the recent upgrades of semi-equipment stocks are so pre-mature it probably won't run up the stocks very far. >>SAN JOSE, Calif., May 5 (Reuters) - Cisco Systems Inc. said on Tuesday it expected its business in Asia to get worse in coming months before it gets better because of the region's economic woes. "During two visits to Japan this quarter, in my perspective, Japan's business community was the most pessimistic I have seen in 15 years of travel to that country," John Chambers, Cisco chief executive, said in a conference call after the vendor of computer networking gear announced its third-quarter earnings. Chambers said other areas in Asia also remained "very challenging." Japan may get a temporary boost, however, from that country's economic stimulus package, he said.<< MikeM(From Florida)

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