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 148.32

-3.3%

Nov 14 9:30 AM EST

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To: molemania who wrote (7190)	10/25/1998 8:38:00 PM
From: Henry D	Read Replies (3) of 10921

This rally in the semi equip seems "fake"...what are the fundamental good news???...sure some DRAM prices has stabilized or increased slightly...but no one has received major orders for new equip to address undercapacity yet...right???? many equip companies are saying next quarters will be worse or at best the same as this quarter... can somebody convince me otherwise that this is the bottom for the equipment makers????

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