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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: MikeM54321 who wrote (5296)5/5/1998 10:30:00 PM
From: Ian@SI  Read Replies (1) of 10921
 
Mike,

This industry can and does "turn on a dime". Many equipment makers didn't see the upturn starting nor have they done a good job of predicting the start or duration of the downturn.

I have no reason to believe that we will hear accurate predictions of the next upturn prior to it being well underway.

Some more interesting stats on DRAM and its pricing in:

pubs.cmpnet.com
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