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 151.34

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12:56 PM EST

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To: SemiBull who wrote (10378)	6/11/2002 10:32:08 PM
From: Zeev Hed	Read Replies (1) of 10921

Is that number $100 B in equipment credible? Do we really expect chips shipment in four years to reach half a trillion world wide? And that assumes a very generous 20% of sales going to just equipment, not even Capex in general. i would say that one would need extremely "generous" assumptions for such a forecast. Do they back it with growth expectations of semi shipments? Zeev

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