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: Katherine Derbyshire who wrote (7588)	1/25/1999 3:21:00 PM
From: Kevin Hay	Read Replies (1) of 10921

Any cap ex news out of Japan lately? I'm short cgnx, which has a large exposure to semi eq makers in Japan, and it's been a bad idea so far. But the economic news I've heard from Japan continues to be weak so I can't see why I should cover. any info appreciated..., thanks -Kevin

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