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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 150.32+5.4%Nov 24 3:59 PM EST
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To: rgammon who wrote (10088)1/25/2002 8:49:57 AM
From: Robert Douglas  Read Replies (1) of 10921
 
Hi everyone,

And also may I add that the rest of the world still has a long way to go in adding products that will contain semiconductors. I know this isn't a popular topic any more after we had the Asian bubble burst and problems in other parts of the world, but it's still coming and the world outside the U.S. will grow faster than the U.S. in the decade to come.

I saw a chart a few months ago which showed semiconductor equipment sales as a proportion of total semiconductor sales over time. Although it had a cycle to it, it was quite steady over time. Maybe Gottfried has the chart in question. I wish I had kept it.
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