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 142.62

+2.2%

Nov 21 9:30 AM EST

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To: Ian@SI who wrote (7612)	2/2/1999 8:44:00 PM
From: Zeev Hed	Read Replies (1) of 10921

Ian, are you not concerned that the disk drive sector is in full retreat? In the last cycle, they got into such a retreat well ahead of the semis (and came out a little ahead as well) as well, and I have a nagging feeling that we are setting ourselves up for a mini relapse in the sector. I cannot see yet where such a relapse will come from (particularly with INTC's announcement of the 300 commitment)), but I am watching few stocks and some are showing dangerous signs of reversal (RMBS in the last two weeks and CYMI just the last two days). Of course, I am probably just paranoid (and recognizing this weakness, I jumped back into CYMI today <G>), yet there is that gnawing feeling watching WDC, RDRT, KMAG and other DD folding. Zeev

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