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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 160.52-4.9%Dec 12 9:30 AM EST
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To: Sun Tzu who wrote (8741)10/16/2000 3:47:14 PM
From: Proud_Infidel  Read Replies (1) of 10921
 
In the next 2 to 3 years, there should be a crossover point when 300mm becomes the volume leader over 200mm. Assuming the cycle has peaked, many of these fabs which have already been announced, will have to be scrapped because there are those on WS who have not informed them that this cycle is over. I say this very <tic>

BK
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