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Technology Stocks : Micron Only Forum

MU 228.50

-5.6%

Nov 18 3:59 PM EST

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To: Chas who wrote (51519)	6/26/2000 10:39:00 PM
From: Land_Lubber	Read Replies (1) of 53903

Chas, they will order the equipment so it will arrive in 12-15months. Well this is my point, the semi equipment company would presumably invoice for this new delivery after installation, over a year away. My point is, it really isn't possible for the semi equipment guys to be reporting any higher revenues or profits for several quarters ahead anyway, since decisions made now to spend more on semi equipment just prolong the boom in semi equipment, rather than intensify it. Does this make sense? Land_Lubber

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