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 143.23

-2.9%

Nov 18 3:59 PM EST

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To: Ian@SI who wrote (7912)	6/8/1999 8:11:00 AM
From: Katherine Derbyshire	Read Replies (2) 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 look at OPEC and how the mighty have fallen since the glory days of the 70s. I'm not assuming that companies or the world is fair. I'm assuming that the chip companies will continue to think (encouraged in many cases by national pride and sponsoring governments) that they can ramp up new capacity faster and less expensively than their competitors, and therefore get the lion's share of the profits by being first to market. Since the technology is hard to master, and since someone is always going to be first, this isn't completely irrational behavior. Katherine

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