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

To: Ian@SI who wrote (7574)	1/16/1999 3:48:00 PM
From: john dodson	Read Replies (3) \| Respond to of 10921

So, what're some views on the best buy among the semi-equips right now based on valuation? LRCX, NVLS, AMAT, what? -John Dodson

To: Ian@SI who wrote (7574)	1/18/1999 6:36:00 PM
From: Kevin Hay	Respond to of 10921

I stand corrected. You were referring to semi, not sia. exchange2000.com Since they lost the bookings number it's a total rear-view mirror and not that usefull, imo. As you kept saying semi, I thought you were making a freudian slip/hype on the eq makers. Though I still think sia could say '3mo ave sales to nov' instead of 'sales in november'. sorry for the confusion..., and please switch to decaff. It may help with your acronyms and your ranting problem. -Kevin