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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (70397)	11/11/1999 4:27:00 PM
From: Amir Shalit	Read Replies (1) \| Respond to of 132070

Mike, it's actually a bit more than a dozen techs recovered if you include the SOX members. Now, you made great calls back in 1995 at the peak of chip cycle. The SOX now is over twice the 1995 peak levels while revenue and eps are below 1995 numbers. I'm trusting you the call this peak again since as bad as it was in early '96, it will see a lot more blood this time around. What do you think of LRCX with 40% margins and a PE in the 50 range? <g> Guess who will be the first to crash Amir