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 162.77

+2.6%

Dec 8 3:59 PM EST

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To: Gottfried who wrote (7100)	10/7/1998 10:13:00 PM
From: Katherine Derbyshire	Read Replies (2) of 10921

You're missing my point. My point is that the decision to build or not is not affected by the value of the dollar. Very few fabs are being built. So, even if US equipment sales jumped 10% as a result of the weak dollar, that would only raise bookings to about $700 million, which would still be below the Oct. 96 low and a very painful number for the industry. Katherine

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