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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 147.44-0.6%Nov 17 3:59 PM EST

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To: rsie who wrote (7419)12/14/1998 2:53:00 PM
From: Gottfried  Read Replies (2) of 10921
 
Richard, the following charts may help in finding an exit strategy.
semi-equip btb
geocities.com

orders/shipments/btb
geocities.com

AMAT price vs industry orders
geocities.com

Note that price hasn't followed orders for the last
few months. It has been driven by exuberance.

I update these monthly, usually around the 20th.

Gottfried
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