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


To: klaus pluszynski who wrote (7718)3/19/1999 2:51:00 PM
From: Zeev Hed  Read Replies (1) | Respond to of 10921
 
Klaus, I agree with you, and for a change, I disagree with Ian (Ian, I have been agreeing with you too much in the past...<G>). I think that the more ominous fact in the last SEMI report is that shipments levels are back to the November numbers, the mild improvement of the BTB is more due to weak shipment than strong orders IMHO.

Zeev