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 160.52

-4.9%

Dec 12 9:30 AM EST

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To: Ian@SI who wrote (2738)	10/17/1997 11:30:00 AM
From: Sam Citron	of 10921

Ian, <I'm surprised that you and others were surprised.> I wasn't surprised that PK said it. I was surprised that your letter to him did not mention it. <anyone could argue that if your customer doesn't have money, then that customer will be reluctant to borrow for new capital equipment especially when prices are falling for the commodity that that customer is producing> As PT Barnum once said ... aw, if they don't know Moore's law and price elasticity of demand by now... <The alternative is to die.> Actually, there may be other alternatives such as fabless and foundry models. More rational production model IMO. But, you're right. The bleeding edge runs mighty thin at times. SC

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