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 147.44

-0.6%

Nov 17 3:59 PM EST

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To: Katherine Derbyshire who wrote (5458)	5/19/1998 12:09:00 AM
From: shane forbes	Read Replies (2) of 10921

Hallelujah Sister! <g> Shane (thanks for the pointer to the good WSJ article - a tad chilling but I guess not surprising. Fortune had a similar article several months ago esp. as it related to semi-analysts. Actually, truth be told, Kurlak is a lot like Mr. Londoner - he does not give a rat's behind about the investment banking thing. I get the feeling Robbie's boy Dan Niles is just the opposite - he appears to be upping the ratings and painting the rosy canvases just to get the future business. And think about it - for semis and semi-equips this is a gold mine of an Investment Banking business. AMD and now MU just gave Niles three stars. ML's Kurlak is on his own. Like you, I too agree with his overall comments - just not sure about the timing...)

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