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 143.23

-2.9%

3:59 PM EST

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To: Ian@SI who wrote (7717)	3/19/1999 2:41:00 PM
From: klaus pluszynski	Read Replies (1) of 10921

Ian, John's claim >>new BTB data shows that orders have plateaued. In fact, if you back out the 3-month averaging, it shows that orders in Feb. were about the same as in November, since the 3 month average for Feb. is the same as for Jan. << is correct from a mathematical point of view. Sure, the numbers will be revised, but those changes are typically small. SEMI bookings for Feb. are neutral at best. Earnings warning season is ahead and I think we'll be able to buy some of the SEMI stocks a bit cheaper over the next few weeks. Klaus

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