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 230.83

+8.0%

3:59 PM EST

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To: Q. who wrote (6325)	7/21/1998 4:33:00 AM
From: Herschel Rubin	Read Replies (2) of 10921

John, what are you doing up so late? Anyhow, I like your idea about cycle top/bottom indicators -- sounds interesting. It does stand to reason that when a company issues a secondary, it is implicit that they think the market is valuing their company at a "good" price for them. Certainly we've all seen a secondary offering withdrawn after a stock's price drops "too low." MarkFin: So they've gotten rid of more than just dead wood? Don't they furlough some who are likely to come back when revenues improve? As long as they keep one or two hard-working engineers around... they can support several middle-managers.

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