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

To: Ramsey Su who wrote (7513)	1/7/1999 10:14:00 PM
From: Ian@SI	Respond to of 10921

Ramsey, RE: Ian, don't take Bagley too seriously. I'll choose to take Mr Bagley a lot more seriously than I'll take Ramsey Su. :-) Ian.

To: Ramsey Su who wrote (7513)	1/8/1999 12:48:00 AM
From: Clarksterh	Respond to of 10921

Ramsey - Ian, don't take Bagley too seriously. Although I no longer own LRCX (I moved to CYMI and ETEC), I will say that having listened to many of his conference calls last year he is easily the most accurate of the CEO's of the big semi equ companies. He was predicting scary things long before anyone else (Morgan et al.). If he says things are improving I'd tend to trust him more than most other sources. Just FYI Clark

To: Ramsey Su who wrote (7513)	1/8/1999 1:41:00 AM
From: Ritz	Read Replies (2) \| Respond to of 10921

Ramsey: Re: "If they have real significant orders, they would have blasted press releases all over by now." Laugh. You're thinking of Internet start-ups, not the Semi-Equips...:P -Ritz