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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: shane forbes who wrote (5483)5/20/1998 6:13:00 PM
From: Proud_Infidel  Read Replies (1) of 10921
 
Shane,

Re:interesting I think is that the revenues have held up while bookings are going away. To me this means there ain't much new buying going on right now - all old stuff, perhaps mostly "maintenance" + "spare parts" minor upgrades that sort of thing.

This is exactly what AMAT said in the CC:

exchange2000.com
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