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 164.06

+3.0%

11:42 AM EST

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To: Katherine Derbyshire who wrote (9676)	4/12/2001 12:57:08 PM
From: Proud_Infidel	Read Replies (2) of 10921

Katherine, I disagree. Technology buys alone don't give you 80+% growth and all-time record sales numbers True enough, but how many new fabs actually came online last year? We had a large number of groundbreaking ceremonies, but not what I would call a large industry buildout, if one is looking only at the number of fabs built compared to prior years. Do you have hard data on new fabs built for each year going back say ten years? I had a website with such data, but now I cannot find it with all of my bookmarks. TIA Brian

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