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 156.00

+0.6%

Nov 28 9:30 AM EST

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To: Ian@SI who wrote (2286)	6/27/1997 1:09:00 PM
From: patrick tang	of 10921

Yes, that 88% for Q1 is good news. I believe that Q2 will be reported to be better than Q1. Capacity is tightening. That is why UMC and TSMC raised foundry wafer prices in mid-June. Incidently, Mosel-Vitelic in Taiwan, another DRAM guy, has seen its stock rode from <60NT/share before the announcement to ~90NT/share (stock dividend adjusted) now. Also, Micron reported very good earning for May Q, and also announced 600M capital spending this yr, 1B next yr. Well, I think all the 'ground' work has been done, now it's just wait and see whether this 'ride' will pan out. patrick tang

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