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 154.97

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3:59 PM EST

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To: Ian@SI who wrote (9261)	1/17/2001 10:18:28 AM
From: Katherine Derbyshire	Read Replies (3) of 10921

>>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. << Actually, there's a third choice: outsource production to foundries. More and more companies are doing that each cycle as well. That improves capital efficiency industry-wide, which is good. The bad news for equipment companies is that the foundries have shown that they can and will ramp capex up (or down) very quickly. Katherine

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