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 148.32

-3.3%

Nov 14 9:30 AM EST

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To: Kirk © who wrote (7969)	7/8/1999 1:15:00 PM
From: david	Read Replies (1) of 10921

You've missed a couple of the biggest drivers- Now that DVDX is gone, look for DVD to really grow. Late this year HP and others will come out with a DVD-R/W drive. This will replace VCRs. Already DVD's are readily available in Blockbuster and other stores... Music--music is now being sold as software. we are seeing a major transisition here. Steros in the near future will have HARD DRIVES, and memory. The REAL AUDIO JUKE BOX product shows the potential promise. I think these two trends will sell a lot of silicon....

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