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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: Kevin Hay who wrote (7596)1/20/1999 3:26:00 PM
From: Math Junkie  Read Replies (1) of 10921
 
TXN and INTC are big semi equipment customers, to be sure, but they are not the whole market, and they are not representative of the companies whose capital expenditures have been depressed. Future increases in equipment bookings, if they occur, could be expected to come from the latter.
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