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 168.76

+0.3%

Dec 11 3:59 PM EST

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To: Katherine Derbyshire who wrote (7588)	1/20/1999 11:24:00 PM
From: PAinvestor	of 10921

Yes Katherine, that is true. This is the reason why the Japanese chip makers are deciding to withdraw from commodity DRAM and moving into system LSIs and other logic devices. An increasingly fragmented demand picture will face the industry rather than the monolithic Wintel picture that we have known in the past. Total bit demand relating to digitalization of the consumer electronics and automobile industry will increase significantly. Certainly a simplistic Mb/PC-and-total-shipments-model to forecast global bit demand will not be as all-encompassing in the future.

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