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 143.23

-2.9%

3:59 PM EST

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To: Sampat Saraf who wrote (10176)	2/7/2002 10:48:11 AM
From: Proud_Infidel	Read Replies (3) of 10921

Of course when you put in global demand and market penetration the need will be even higher! One cannot ignore world demographics however when estimating saturation of computers. Fully one-half of the world's population lives on less the equivalent of $2 a day. Keeping up with the latest and greatest computer is not a priority for the majority of the world's people, nor will it be anytime soon; their priority is simply making it from one day to the next alive. Until Globalization allows for reciprocity with the poorest of the poor, look for a ceiling on PC saturation. Right now Globalization is a One Way street, giving the absolute minimum while expecting enormous output. Brian

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