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 217.47

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3:59 PM EST

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To: Ramsey Su who wrote (6960)	9/19/1998 1:53:00 PM
From: Clarksterh	Read Replies (1) of 10921

Ramsey - I was using SEMI is an abbreviation for Semiconductor Equipment Materials International - mainly an organization of the semi-equipment manufacturers. Sorry for the confusion. And if you think The SEMI industry is purely cyclical, how do you account for the fact that even at the depths of this cycle we still have equipment orders several times what they were in the early 90's. Clark

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