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 164.40

+6.1%

11:14 AM EST

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To: Zeev Hed who wrote (7777)	4/10/1999 12:00:00 PM
From: Demosthenes	Read Replies (1) of 10921

Zeev, << what do you think will be the impact of CPQ's warning, Friday, on the semi equip. sector?>> I think that most are considering Dell's comments about demand strengh and will conclude most of CPQ's problems are due to their failure to execute. So the effect on semi's will not be significant. On the other hand if analysts doubt Dell's comments, the scenerio will pan out much differently. Rgds, D

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