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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 206.95+6.3%Jan 6 3:59 PM EST
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To: Mason Barge who wrote (4660)2/1/1998 12:48:00 PM
From: Ed Beers   of 10921
 
Mason, There is a article on page 4 of the 1/26/98 EE Times with the title "Chip makers try 'banking' on their vendors" that has the same theme.

This is a natural result of cash poor customers and cash rich vendors.

This raises the risk (the company ships and does not get paid) and reward (the company ships, get paid, and never sees the results of the SEA problems which are already discounted).

Ed
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