Semi-Equips - Buy when BLOOD is running in the streets! Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 153.34

-5.0%

Nov 13 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Proud_Infidel who wrote (7981)	7/14/1999 10:39:00 PM
From: Jerome	Read Replies (1) of 10921

Brian, It could be that the reason that AMAT and LRCX exited the FPD market was a matter of timing. This market is materializing two years late. It was probably strictly a business decision of where to allocate resources. Consider the following analogy. Stripper oil wells were sold off too cheaply when crude was $11.00 a barrel. Now with crude at $18.00 those well are are highly profitable (because they are low maintenance). In some matters ( rocketry, horse racing and sex)timing is everything. This thread does get more lively on good days. Jerome

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next