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 145.30

-1.5%

1:53 PM EST

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To: Q. who wrote (5477)	5/20/1998 5:28:00 PM
From: Mason Barge	Read Replies (2) of 10921

<< Removing the effect of the three-month averaging, this means that bookings in the month of April were about 7.5% less than in January. >> John, I don't understand how you got this number. It looks like about a 20% drop to me. How are you doing the math? I'd be delighted to hear that bookings January-April are down only a few points, but I do want to point out that the news on the front end is a little lower, and the figures from VLSI are considerably grimmer. On the other hand, there is some ray of hope in the high shipment rate for April and concomitant tiny drop in total bookings. Let's hope the figure for bookings is actually holding fairly steady -- if so, the BTB at least ought to pop back up as soon as shipments slow. Let's get the bad earnings out of the way. In other news, I saw today that SFAM has trimmed its workforce by 12%.

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