Semi-Equips - Buy when BLOOD is running in the streets! Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 142.62

+2.2%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Daniel who wrote (8969)	10/31/2000 11:43:33 AM
From: Ian@SI	Read Replies (2) of 10921

Equipment is delivered to the customer within the same quarter as that when the order was received. As an example, the lithography vendors have no finished goods inventory, tend to customize their products to each customer's peculiar needs, and have a lead time in excess of 2 quarters. Many back end vendors do the vast majority of their business on a turns basis with leadtimes under 30 days. Front end vendors are getting a little better. Even now with record levels of sales, lead times are under 5 months; and if urgent, some equipment can still be delivered on a turns basis. This more rapid delivery should help temper the cyclicality of the sector as chipmakers will be able to better count on getting what they need when they need it rather than ordering on spec. Long answer to a short q. <g> Ian.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next