Semi-Equips - Buy when BLOOD is running in the streets! Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 155.15

+2.1%

Nov 26 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: FJB who wrote (5920)	6/19/1998 7:24:00 PM
From: Jess Beltz	Read Replies (1) of 10921

Robert, thanks, and good digging! Kinda confirms things I've been saying for the last month. Although I don't think this buying opportunity will be around forever, I do think Semi equipment prices will stay depressed for (1) the rest of the summer (due to all of the uncertainty in the industry right now and the news that will be coming out in the preannouncements and announcements during the rest of the quarter,) or (2) until we see some real sign (like actual reforms) that the situation in Asia (read Japan) has stabilized. I think US involvement there is inevitable, but there may be some tough negotiating first, with several opportunities for the market to worry (and slam prices) about whether it (the recovery) will happen or not. By the way, as I've been saying, the leaders in this part of the world keep pushing the Asian recovery out farther and farther into the future. Tung Chee Wah (the Chief Executive of HK) was in Australia this last week and is now predicting a slow recovery for the region beginning in 3-5 years. We now have 11 days left until we return!!! Oh happy day!! jess

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next