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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 155.15+2.1%Nov 26 3:59 PM EST
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To: Cary Salsberg who wrote ()1/6/1997 2:00:00 PM
From: Cary Salsberg   of 10921
 
A Question about INFRASTRUCTURE!

At Techweb, a portion of INFRASTRUCTURE's Decemeber newsletter is quoted. techweb.com

While the section that contains this information is largely an advertising section for investment newsletters, I am very unhappy with the snippets about AMAT that appear. First, they seem to take issue with the last guidance issued by AMAT, but do not mention any details about it and consequently do not address it directly. If one takes the abbreviated article at face value and one is not aware of the AMAT guidance, a very negative conclusion about AMAT in 97 is likely.

I have raised this issue because many readers of the semi-equip threads at SI are also readers of INFRASTRUCTURE. I have great respect for what INFRASTRUCTURE is doing, but I also have concluded that they were very wrong in their predictions about the severity of this downturn. I base my conclusions primarily on the AMAT guidance, so I am concerned that their December comments are more of the same.

I would appreciate it if any subscriber or INFRASTRUCTURE itself would clarify whether the snippets are a fair representation of the December newsletter.

Cary
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