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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 148.68+0.2%1:32 PM EST

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To: Ian@SI who wrote (7715)3/19/1999 10:29:00 AM
From: Q.  Read Replies (1) of 10921
 
are my conclusions indeed 'seriously flawed', Ian?

In reading your two objections, it appears that your fundamental complaint is not so much that you don't like the opinion I drew from the data, but rather that you don't believe the data in the first place.

Anyway, I'm not in the business of second-guessing SEMI and Arthur Anderson. I don't pick and choose the data I like, discarding those that fail to agree with my preconceptions. I just take it the way they report it.
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