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 226.53

-1.2%

3:59 PM EST

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To: Mason Barge who wrote (6294)	7/15/1998 4:50:00 PM
From: Q.	Read Replies (2) of 10921

MB, re. <<too many of the employees responsible for reporting the numbers to SEMI have been layed off!! >> Are you serious? Wow. Where did you learn this? re. <<Expected release for June is @ July 21. I have a feeling that it's going to be extremely ugly>> I think several of the recent preannouncements have said that the bookings got a lot worse in recent weeks. So I'd guess you are right, and it will be the lowest BTB we've had yet. Maybe there will be a statistical bias, though, to make the preliminary number look less bad than it really is. If the companies with the worst problems are those that layed off the most employees, their numbers might be the ones omitted in computing the statistics. I think right now, I would not want to be in a semi equip stock that doesn't have a lot of cash.

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