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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 160.52-4.9%Dec 12 9:30 AM EST
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To: Proud_Infidel who wrote (8738)10/16/2000 2:43:48 PM
From: Sun Tzu  Read Replies (1) of 10921
 
The BTB peaked early this year yet 300mm fabs are still being announced.

If I recall correctly, AMAT said they expect 300mm to be about 5% of revenue this year and around 10% or 15% next year. So why do you think that 300mm is significant (from stock market point of view) over the next 3 quarters? Or am I misreading you?

thanks,
ST
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