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

To: shane forbes who wrote (5753)	6/9/1998 10:27:00 AM
From: Clarksterh	Read Replies (1) \| Respond to of 10921

Shane - still feel BTB going to go lower than 0.70 in this cycle. Maybe, but shipments are already pretty depressed. I think it is much more likely that we will just stay with a low BTB longer than in last cycles, if indeed it is a deeper cycle. Two months of a BTB=0.75 gets you to the same order rate as one month of BTB=0.5 (assuming a very quick turnover). Clark