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 171.08

-1.6%

3:59 PM EST

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To: Ian@SI who wrote (7965)	7/7/1999 10:16:00 AM
From: Woody_Nickels	Read Replies (3) of 10921

Question: Will the current rebound/uptrend in semi's be as strong as the 1994-95 upturn? Seems to me the 94-95 boom was based on consumer PCs and this boom is based less on PCs and more on (internet) servers, which is not as mass a market. Margins on PCs have fallen. Will the increase in server sales, with their higher margin, offset the decrease in PC margins? Can't forget telecomm influence either. I'm just trying to determine the extent and duration of the current trends. Thanks

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