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 155.15

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3:59 PM EST

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To: Mark Marcellus who wrote (10012)	8/22/2001 12:53:13 PM
From: Robert Douglas	of 10921

In response to the last 3 posts. I too am looking to buy a new computer for my home but the one I am replacing is a 400 megahertz e-machines that has given me nothing but grief. I also placed an order with Dell for a notebook and I have never owned a notebook before. As for the steel analogy. I don't believe it is a perfect analogy because I believe the demand for semiconductors will continue to grow. It will be driven by new applications and the adoption by more of the world for products containing semiconductors. I believe the growth has a long way to go even though the rate of growth will slow. One more thing, we are still using steel mills that were made decades ago. Fabs don't have that kind of life.

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