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 143.23

-2.9%

Nov 18 3:59 PM EST

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To: TI2, TechInvestorToo who wrote (8318)	4/13/2000 9:48:00 AM
From: Katherine Derbyshire	Read Replies (1) of 10921

The fundamental wafer capacity constraint is money. The wafer makers are getting minute profits on the wafers they're making now, so why should they make more? And even if they wanted to make more, how are they going to pay for the equipment? Katherine

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