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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Q. who wrote (8449)	7/12/2000 11:46:19 AM
From: Ian@SI	Read Replies (1) \| Respond to of 10921

Re LRCX: Since the AMAT team of Bagley / Mercedes Johnson came in, they've beat up their suppliers extracting much better financial terms. I suspect this has not endeared them to their suppliers. It's conceivable that LRCX isn't at the top of their list for allocating scarce capacity which wasn't included in forecasts / contracts. Just a WAG. RE ESIO: In the conference call, Don L pointed out that ESIO's business to the capacitor sector grew more than 50%; and that this is the best leading indicator that he's seen for the rest of the business. Another nail in SSB's coffin as if that coffin needed any more iron. ;^) Ian.