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 153.34

-5.0%

3:59 PM EST

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To: Mason Barge who wrote (7203)	10/28/1998 8:32:00 AM
From: Zeev Hed	Read Replies (3) of 10921

Mason, the fall was so bad, that we may see BTB in excess of 1.5, which I believe would also be an historical new high just as the .57 is a historical new low. Yet, at a bTB of 1.5 we might be at an annual sales rate of only $30 Billions or so, which will still be 75% of the peak sales rate in this sector. Many of the companies have, however, reduced their "breakeven" point by reacting to sales slumps with head counts reductions. If sales get anywhere close to the lofty highs seen two years ago, the upswing in profits might be significant. These stocks, are being priced on future hopes rather then the next two quarters results. Look at MU, it is being priced on the possibility of having a profitable quarter in the next century(VBG). Zeev

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