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 142.62

+2.2%

3:59 PM EST

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To: McDuck who wrote (5341)	5/12/1998 8:38:00 AM
From: Mason Barge	Read Replies (3) of 10921

<<Let's get this thread back on topic, please. >> Or as the captain of the Titanic said, "You people stop talking about icebergs and get back to navigation, please." Or in other words, would you please explain to me why AMAT is laying off employees without mentioning the economic situation in Asia? The situation in Asia has been the #1 factor in the price of any semiconductor equipment stock for the past 6 months. Sitting around talking about "which issues to buy" to take advantage of the coming rally, without considering Asia, is meaningless. Unless and until the more important Asian economies recover to the point where they are able to afford purchases -- both end user products as well as the semi equipment per se -- there isn't going to be any rally. The situation in Asia is not getting better, but I won't bore you with the details. You will please note the price of semiconductor equipment issues is also sinking again. A significant drop in the Dow, together with continued intransigence to economic reform in Japan and Korea, and political instability in Indonesia, would cause a huge additional retrenchment in every one of these stocks. If you want to ignore this possibility, go ahead, but don't blame people who are concerned with it.

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