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 142.62

+2.2%

3:59 PM EST

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To: Proud_Infidel who wrote (10095)	1/26/2002 2:08:12 AM
From: Pink Minion	Read Replies (1) of 10921

Increase the performance of the machine and applications will come along to take advantage of them. I agree but I haven't seen anything in 5 years. When I see it, I'll change my mind. Speaking of killer apps, they usually come out of the blue and as such are by nature unpredictable. But you don't think that everyone and their cousin will want to burn their own DVD's once the price comes down a bit more? Yes, I see the VCR being replaced. No, I don't see everyone upgrading their PC so they can burn DVD's. But will that market make up more than 20% of the industry semiconductor content? Will it have hypergrowth? The industry is still tied very much to PC's and its historic growth rate.

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