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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 142.62+2.2%Nov 21 9:30 AM EST
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To: Proud_Infidel who wrote (4032)12/20/1997 4:00:00 PM
From: Scott Maxwell  Read Replies (1) of 10921
 
KO's growth rate is supposedly sustainable because they have a decade at least before saturating world markets with their caramel-colored, enamel-etching-dentist-enriching, corn-syrup-laden concoctions, while semi equips sell capital goods which (in more typical industries) might not be bought for years when overcapacity has been built up.

I disagree, of course, since the semi industry is on a high-growth path and the machines depreciate so quickly.
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