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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: Cary Salsberg who wrote (10298)3/12/2002 10:37:18 AM
From: Robert Douglas  Read Replies (1) of 10921
 
This supports my hypothesis that this will be a long, slow upturn. New technology requirements, not capacity will be the main driver.


I agree that slow replacement of obsolete equipment will not be as choppy as adding capacity in anticipation of unpredictable demand changes.

I would point out however, that the growth rates of the developing world is almost twice that of the US. This will provide a very nice growth rate going forward.
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