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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 146.97+2.6%12:59 PM EST
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To: Katherine Derbyshire who wrote (7911)6/7/1999 10:49:00 PM
From: Ian@SI  Read Replies (1) of 10921
 
Ahhhh, but Katherine, your post implies that you think the world and all companies in it are fair.

Read about ADM.

Read about Vitamin sales for the last few decades.

Sooner or later, enough chip makers will drop out of the poker game, and the remainder will decide how to allocate the pot among the surviving players.

And it could be decades before another Joel Klein comes along and catches them with their hands in all of our pockets.

But in the current environment, you're absolutely correct. JIT fab capacity, and nothing but, isn't even a fantasy.

Ian.
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