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 142.62

+2.2%

Nov 21 3:59 PM EST

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To: Charles R who wrote (8889)	10/22/2000 3:03:30 PM
From: Gottfried	Read Replies (3) of 10921

Chuck, >Intel's growth has been tepid of late due to market share losses to AMD on the CPU side and possible market share losses in Flash.< The story below makes comparisons up to Q2 fool.com No market share loss then. Possible market share losses in flash? Mr Barrett singles out flash as a good performer in the 3Q report... >"Looking ahead, we anticipate record revenue in the fourth quarter, with growth across most of our product lines," added Barrett. "We are especially pleased with the rapid growth in our server business, our record flash business, and our networking silicon business which surpassed our expectations in the third quarter. We are also excited by the industry enthusiasm for the new low power mobile Pentium® III processors announced last month, the Pentium® 4 processor launching this quarter, the Itanium™ processor now shipping for pilot systems, and our recently introduced Intel® XScale™ microarchitecture."< intel.com Finally, a question to you and Jacob and anyone: what is your definition of "the end of the semi equipment cycle"? Is it when orders reach a top? Is it when orders reach a bottom? You may want to refer to this chart geocities.com Gottfried

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