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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 152.65-5.4%1:34 PM EST

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To: Zeev Hed who wrote (7219)11/10/1998 8:01:00 PM
From: orkrious  Read Replies (1) of 10921
 
Zeev, with Intel's announcement tonight, what is your current outlook for the semis and semi equips? Is this just a run-up due to seasonal demand, or along the lines of the recent announcement that Sept was the best month EVER for chip sales, is this the beginning of the upswing on the U-shaped curve?
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