Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 161.70

+2.7%

9:30 AM EST

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To: SemiBull who wrote (10819)	10/28/2003 9:04:56 PM
From: ild	Read Replies (1) of 10921

Based on this siliconstrategies.com Japanese have had their B/B over 1 for some time already, where here in US B/B is still below 1. Article said The total orders for Japanese equipment makers reached 114.14 billion yen (US$1.05 billion) in September, were the biggest since January 2001, according to the report. Where here we have orders well below $1Bln (according to www.semi.org). So my guess was that US companies have lost market share to Japanese because I was under impression that US companies used to have more in sales than Japanese companies. Thanx

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