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Semi-Equips - Buy when BLOOD is running in the streets!
An SI Board Since June 1996
Posts SubjectMarks Bans Symbol
10921 222 0 LRCX
Emcee:  Cary Salsberg Type:  Unmoderated
Introduction Market Data Compact
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9671<i>Today Lam announced a 20% layoff. </i> Actually, the RIF was 15%Proud_Infidel-4/12/2001
9670<i>He said that in most cycles, it takes 4 quarters to go from peak bookinw0z-4/12/2001
9669In the LRCX cc, Bagley said that he thinks were now at the trough for the ordersQ.-4/12/2001
9668I recall from previous cycles that layoff announcements come somewhere near the Q.-4/11/2001
9667Looking back at an article from last year, I see that there was more behind JoseMath Junkie-4/11/2001
9666Zeev, Last cycle, utilization went from less than 70% to over 100%, seemingly oIan@SI-4/11/2001
9665Yes, but he put a "buy" on AMAT when it hit the $47/$48 area and on MUZeev Hed-4/11/2001
9664BTW, on CNBC today Joseph said he expects the bottom within the next few months,Math Junkie-4/11/2001
9663Rather than JJ having gotten lucky I think his firm's interests just happenewillcousa-4/11/2001
9662SSB's spinning of Cypress's "zero orders for Q4" as indicatingMath Junkie-4/11/2001
9661Of course i understand, i used the same logic last April when the BTB reached a Zeev Hed-4/11/2001
9660It's consistent with SSB's call this morning. The drop has been far morIan@SI-4/11/2001
9659Is the 60% decline in order in the recent Q (relative to last Q) what was expectZeev Hed-4/11/2001
9658Yale Hirsch's Stock Trader's Almanac also supports your tactics. But hIan@SI-4/11/2001
9657<i>Why tomorrow when they report tonight?</i> Because there is a hiJerome-4/11/2001
9656<i> With LRCX I will be selling some tomorrow about noon </i> Why tPink Minion-4/11/2001
9655Taking profits***** With LRCX I will be selling some tomorrow about noon. LRCX Jerome-4/11/2001
9654Jerome, last week (http://www.siliconinvestor.com/readmsg.aspx?msgid=15613876 ),Zeev Hed-4/11/2001
9653Terry, I encourage you to look around the Fed website. I am sure you will find BWAC-4/8/2001
9652FYI Advance Notice of a Portion of a Meeting under Expedited Procedures It iTerry D-4/8/2001
9651<i> There are even some that are profitable, trading at or below cash and Pink Minion-4/8/2001
9650Better yet, email all of Congress at mailblasterdot.com with one simple email. Proud_Infidel-4/6/2001
9649IC Industry.... good article. As I read the article a few ideas surfaced. It stJerome-4/6/2001
9648<i> I would regard spying as the gathering of information without the implJerome-4/6/2001
9647OT: John, I'd further distinguish between "gathering intelligence&quoIan@SI-4/6/2001
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