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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 142.62+2.2%Nov 21 9:30 AM EST
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To: Gary Burton who wrote (5938)6/20/1998 9:07:00 PM
From: Math Junkie  Read Replies (1) of 10921
 
Gary, I think you're right. There is a time lag of semi equips, but it is in earnings, not stock price. As soon as business gets better for the semis, it doesn't matter that business will not get better for semi equips for another six months or so, because as soon as investors know about it, it is as good as in the bank, as far as they are concerned.
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