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 223.39

+0.2%

3:11 PM EST

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To: Katherine Derbyshire who wrote (8236)	2/16/2000 10:07:00 AM
From: Q.	Read Replies (1) of 10921

re. "That puts the start of the slump in late 2000 or early 2001." Thanks, Katherine, for your estimate of the situation. I suppose you're right that "18 months to build a fab" is an intrinsic timescale that helps determine the time between boom and bust, for orders. Probably a bust that is driven by overcapacity can't materialize faster than that. If your guess is right, "start of the slump in late 2000 or early 2001," then I would guess we would see a slump in stock prices beginning roughly in the summer or fall of 2000. The stock market always seems to lead a slump in orders. OT - does anybody know why a quote for LRCX appears at the bottom of the window for this thread? I wonder if we could ask Bob to get a quote for the SOX index, instead.

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