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 152.78

+2.7%

10:49 AM EST

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To: Katherine Derbyshire who wrote (10090)	1/25/2002 3:29:03 PM
From: Pink Minion	Read Replies (2) of 10921

But demand doesn't stay constant. Lower cost/function encourages new applications and increases the sales of existing applications. If that business model collapses, then everyone's in trouble, but that's not the argument Covello is making. Not only do you need to have demand growth, but you need hypergrowth because of the ASP decline. Doesn't 65 percent of all chips still go into PC's? This industry for the last 25 years has rode off the hypergrowth of PC's. PC sales declined last year. Cycle over. And when the consumer figures out that their 4Gig machine isn't any faster than their old 2Gig machine at running Microsoft bloatware, things will be different. The Internet was the last killer app for PC and I haven't seen anything close to being invented. You couldn't guesstamate the percentage of leading edge chips (.18 - .13) that go into PC's? I bet alot.

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