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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: Katherine Derbyshire who wrote (7442)12/18/1998 8:52:00 PM
From: Ian@SI  Read Replies (2) of 10921
 
Katherine,

The simple truth is that this is the 2nd consecutive increase in bookings and the 1st consecutive increase in Billings.

If you are arguing that this is what happens when the industry is shrinking, then I'm disappointed with how you are describing reality.

It is rather unlike the impression that I had previously held of you.

Merry Christmas,
Ian.
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