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 164.97

+1.4%

11:39 AM EST

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To: Stitch who wrote (7858)	5/31/1999 9:56:00 AM
From: Zeev Hed	Read Replies (2) of 10921

Stitch, they are not denying that they are increasing capacity from 12 MM chips per month to 30 Million chips per month in their DRAM business, they are denying that that will take a lot of capital. That is a double whamo for the semi equip sector, it seems that the industry, via shrinks and without building new fabs, can more than double capacity. They do not buy massive amounts of equipment, first whamo, and they create another glut in the DRAM sector, second whamo. Zeev

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