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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 139.60-6.2%3:59 PM EST
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To: Math Junkie who wrote (7383)12/1/1998 4:14:00 PM
From: Q.  Read Replies (2) of 10921
 
re. <<If that forecast is correct, it will be very bullish for equipment stocks. >>

I think that the market has already priced in a 1999 industry rebound to early '98 sales levels. The stock prices are generally at early 1998 levels for small players, and considerably higher for the big semi equips.

So I think the bullish action you refer to has already taken place.
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