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%

3:59 PM EST

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To: Katherine Derbyshire who wrote (8330)	4/13/2000 10:00:00 AM
From: TI2, TechInvestorToo	Read Replies (1) of 10921

When demand is bigger then supply-prices go up -then profits which gets converted to capacity expansions (2oomm) or strategic capability (300mm) equipment buys. Then supply meets/ exceeds demand-prices/profit decline and the cyclic roller coaster is complete. Just trying to see if an investment opportunity exists in any semi sector where blood is in the street. For instance KLIC street stayed bloody after AMAT, TER had been cleaned up. Good luck, TI2

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