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Technology Stocks : Lam Research (LRCX, NASDAQ): To the Insiders
LRCX 147.93+3.3%1:56 PM EST

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To: Proud_Infidel who wrote (3755)12/21/1999 5:19:00 AM
From: Duker  Read Replies (1) of 5867
 
HEADLINE: Intel rolls out 800-MHz Pentium III as performance race continues


Could there be a better headline for the WFE industry?

Performance race: these are heady times indeed. I suppose it could be better.

How 'bout a mid January headline that reads something like this:

Intel Cap Ex Budget Stuns on the Upside
Company Admits to Severe Under-investment in both Capacity and Technology


--Duker
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