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 163.06

+2.7%

9:44 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: TideGlider who wrote (9602)	3/28/2001 1:29:42 PM
From: geoffrey Wren	Read Replies (1) of 10921

Analogy to Christmas Busts: So it is said that when consumer recognize that it will be a bad Christmas for retailers that the consumers collectively understand this and refuse to buy until they get the anticipated deed discount sale. I think there could be this going on at both the technology sales end and at the technology stocks end. I can easily see a guy in corporate purchasing decide now to hold off purchasing on the expectation that prices will drop further due to both constant improvements and desperation on the part of sellers. As to the argument of consumer saturation, I have to wonder about that. Most of the world is not saturated, and they have room to catch up. In the US, televisions are getting much better, this will be a very good year for DVD's, and whenever the Cable or telephone companies get around to providing reliable service for high speed internet access, there will be great demand for it. Palm devices will become more popular. Cars use more and more technology every year. The real problem is the abrupt drop in infrastructure build-out. Too much extra capacity now.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next