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 166.37

+4.4%

Nov 10 3:59 PM EST

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To: Zeev Hed who wrote (7777)	4/10/1999 11:22:00 AM
From: Ian@SI	Read Replies (1) of 10921

Zeev, Dell had an analyst's meeting on Wednesday and Thursday. In that meeting they confirmed that their growth rates (which are 3.5 to 4 times that of the industry) continue unabated; that they will meet both the earnings and revenue estimates. About 10 days earlier, Kevin Rollins one of the senior VPs at Dell, in an interview confirmed that Sales were brisk, that pricing pressure was quite moderate in the corporate environment, etc. Methinks the king, CPQ, is in the process of turning its crown over to DELL. It may also be stumbling due to the integration of DEC at the same time that it's trying to convert to the Direct Sales model which DELL has so successfully innovated with. Any impact on the Semi Equip sector on Monday, IMO, would be a buying opportunity that will be realized as soon as the earnings season gets into full swing... i.e. within 10 days. FWIW, Ian.

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