SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?


To: Clarksterh who wrote (7510)1/7/1999 4:52:00 PM
From: Ian@SI  Read Replies (1) | Respond to of 10921
 
Clark,

Your opinion may be closer to reality than the opinions, rumours or beliefs contained in my earlier post.

And then again, it may not. :-)

Isn't this what makes a market?

James Bagley has been very straightforward in communicating with his varied communities. He stated explicitly, that the Koreans are again buying.

I believe him.

That doesn't mean that I think we're going to set new record billings within the next year; just that I believe we've started up again. We're no longer trolling along the bottom of a U-shaped recovery.

FWIW,
Ian.