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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 144.58-1.9%10:32 AM EST
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To: Robert Douglas who wrote (10221)2/8/2002 12:35:32 PM
From: Ian@SI  Read Replies (1) of 10921
 
... 37% of the world's output and are growing twice as fast as the developed world.
This should provide excellent opportunities for growth as these areas of the world modernize both their capital structure and their citizens buy goods containing electronics.

Actually, I think MSFT with its bloatware is doing a pretty good job all on its own. Win XP seems to have directly led to a quadrupling of DRAM prices this year so far. The DRAM fabs are now able to sell their product above the production cost for materials. Now if they could only recover the cost of all those fabs...
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