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 148.29

-3.3%

3:59 PM EST

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To: shane forbes who wrote (5753)	6/9/1998 10:27:00 AM
From: Clarksterh	Read Replies (1) of 10921

Shane - still feel BTB going to go lower than 0.70 in this cycle. Maybe, but shipments are already pretty depressed. I think it is much more likely that we will just stay with a low BTB longer than in last cycles, if indeed it is a deeper cycle. Two months of a BTB=0.75 gets you to the same order rate as one month of BTB=0.5 (assuming a very quick turnover). Clark

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