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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 153.34-5.0%Nov 13 3:59 PM EST
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To: Jerome who wrote (7983)7/14/1999 10:46:00 PM
From: Proud_Infidel  Read Replies (1) of 10921
 
Jerome,

If LRCX was the only one, this would seem to be a plausible argument. But AMAT certainly had the resources to withstand the downturn. The TFT/FPD business was a very small portion of their revenues so this is additional evidence IMO that they just did not see TFT/FPD's as a key to their growth. Whether they did so because of squeezed margins is a matter of assumption. My belief is that since most of the FPD producers are Japanese and the Japanese are notorious for "working with their own," that AMAT et al had a difficult time competing with the home team of TEL. This is mere conjecture on my part but the pieces of the puzzle seem to fit.

Regards,

Brian
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