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 148.83

+3.9%

Nov 19 3:59 PM EST

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To: Mason Barge who wrote (6214)	7/7/1998 9:41:00 PM
From: Joe Dancy	Read Replies (1) of 10921

"This is a good time to buy. The sector is getting jittery to the upside." I agree Mason, but I think we may have a little more time to buy than you think. Then again, maybe not if we have a frenzy here like the Internet stocks. Two articles in the South China Post this morning noting that the " semiconductor industry is in a deep downturn that shows no signs of ending." Whenever the press says there are no signs of ending be prepared for the sector to show some vital signs. Also, an article noted that while global semiconductor sales fell nearly 4% in May due to price declines chip demand continues to grow because of an expansion in telecommunications and networking markets. Links to the entire articles are at members.aol.com Joe

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