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 148.32

-3.3%

Nov 14 9:30 AM EST

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To: Ian@SI who wrote (10280)	3/6/2002 6:58:23 PM
From: Katherine Derbyshire	Read Replies (1) of 10921

>>It takes longer to work off excess capacity resulting from 300 chipmakers overbuilding than it does from 3 foundries overbuilding...<< On the other hand, is there a multiplier effect? That is, do the three foundries overbuild by a wider margin because they're getting bad estimates from all 300+ customers? Katherine

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