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

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

LRCX 164.29

+2.3%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Jay M. Harris who wrote (4307)	1/5/1998 9:40:00 PM
From: LLCF	of 10921

<However, the bad news is that these purchases are probably sub $1,000 PC's with lower semi content per unit.> Prices just keep going down...hasn't mattered much in the past. Soon that $1000 machine will have all the semi-content of the $2000 machine today... and so on and so on...as long as this keeps happening its GOOD for semi-equips right? Someday what used to be a computer will be included in your cell phone and people will still be worrying about INTC and AMAT's valuation being to high at 9 PE because a downturn is just around the corner...Oh wait thats now! DAK

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next