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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 142.62+2.2%Nov 21 9:30 AM EST
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To: Pink Minion who wrote (10115)1/27/2002 1:12:50 PM
From: Kirk ©   of 10921
 
Wake up, PC growth DECLINED FOR THE FIRST TIME EVER last year. The days of +20% growth are over.

I take it you believe China and India will not increase the size of their middle class?

I think if the middle class in China goes up 5% and they each buy a PC that it probably equals the number of PCs in the US... (just waving arms to make a point... could be off by a factor of two or three, easily...)

but 20% revenue growth could be out of the question... but perhaps not unit growth. As I said, MSFT and Intel were great buys for me in 1993, not today... Today, I'm betting on small and mid caps in last mile, wireless and chips like CACS and Agilent.

Kirk
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