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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Zeev Hed who wrote (6263)	10/18/2002 12:02:28 AM
From: Kirk ©	Read Replies (2) \| Respond to of 95473

I listened to some of the LRCX Conf Call and I could have sworn I heard CEO Bagley say that orders so far this Q were strong but it was far too early to think they would continue so he was keeping his conservative outlook. I thought it was a rather strange comment... like perhaps people were ordering early but he was still conservative orders would be down 15% this quarter as that is what the "experts" were telling him the industry would be down. Did you or anyone else listen and hear this? What sort of retrenchment did the market see after the 1998 double bottom? I only see a "resting period" here after a double: stockcharts.com[h,a]dhclyymy[d19980601,19991231][pc20,50!d20,2!f][pc20!c50!i!d20,2!b100!b200!f][vc60][iut!Uo14!La12,26,9!Lh14,3!Lc20] People waiting for a double bottom might wait a long time since the Viper VTI already put one in stockcharts.com[h,a]dhclyymy[d20010601,20021231][pc20,50!d20,2!f][pc20!c50!i!d20,2!b100!b200!f][vc60][iut!Uo14!La12,26,9!Lh14,3!Lc20] Thanks for your comments. Kirk

To: Zeev Hed who wrote (6263)	10/18/2002 10:54:53 AM
From: Gottfried	Respond to of 95473

Zeev, thank you for the read on your st indicators. Gottfried [end]