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 222.87

+2.5%

Jan 16 3:59 PM EST

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To: Proud_Infidel who wrote (8240)	2/17/2000 1:40:00 PM
From: Q.	Read Replies (1) of 10921

Looks like Robert Maire says, in effect, "this time it's different." I agree with Katherine that over the long term, capital spending by semiconductor companies is limited to a certain fraction of revenues. Where else is the money going to come from? Gottfried's chart shows very nicely that the ratio of capital spending to semiconductor sales is basically fixed, with some cyclicality imposed on it. geocities.com Right now, we just happen to be in one of the up cycles, which will soon show up on his chart. I don't see how this can change. I think Maire is wrong ... he's just getting carried away by the euphoria of hearing in Applied's cc that business is in a very nice part of the cycle right now.

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