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 155.00

-5.0%

3:59 PM EST

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To: Robert Douglas who wrote (9260)	1/16/2001 10:29:25 PM
From: Ian@SI	Read Replies (2) of 10921

I believe that INTC is sitting on about $14B "in the bank". Yes they're better able to spend $7.5B than most chipmakers. But spending money has been the name of the game for chipmakers for the past 30 years or so. The other choice is to go out of business. And that's a choice that many of them make with each cycle. Nevertheless, the remaining leading edge competitors spend more money on more expensive fabs with more capacity. "Evolve or die!" A 3-word Precis of Darwin and the story of a chipmaker.

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