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 148.32

-3.3%

Nov 14 9:30 AM EST

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To: orkrious who wrote (7433)	12/18/1998 2:34:00 PM
From: Katherine Derbyshire	Read Replies (3) of 10921

Shipments are still significantly larger than bookings. Totals in both categories are still ~40% below 1997 numbers, meaning well below the amount needed to sustain the earnings, R&D expenditures, engineering staffs, and so on seen in 1997. If the BtB is below 1, the industry is shrinking. A year ago, a BtB of 0.84 would have been met with weeping and wailing and gnashing of teeth. It only looks good now because recent months were so bad. Yes, I think we've turned the corner, and I've been saying so for several months. (I don't remember if I called the bottom precisely, but I think I came pretty close.) But the dawn isn't breaking over the horizon yet. Katherine

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