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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 161.43+1.4%Nov 12 3:59 PM EST
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To: Proud_Infidel who wrote (10435)7/17/2002 8:42:39 AM
From: Jack of All Trades   of 10921
 
Sorry, Thread header says nothing about fundamentals, just looking at long frame time horizon. I think DDIC will get to $2 within the next year.

Are they a semi equip no, but I suspect before semi mfg pick up you see the substrates that the chips go on pickup. My industry (printed circuit board) saw in advance the slow down coming. When companies start making less boards, obviously less chips would be bought, and new semi equipment sales would slow. We are seeing signs of a flatting in the PCB industry, although I suspect the companies that didn't aquire cap equipment in the past few years will be gone. DDIC did/does alot of prototype work, volume has gone offshore and will most likely not come back.

Do they have alot of debt yes. But that debt bought them state of the art mfg equpiment (some of it my company's.) Current cost cuttings will help to stop the bleeding and I think they are backed enough to survive. But this doesn't mean the stock won't get cut in half again. I think they have enough cash going forward to survive if we stay in this flatten period for the next 6mths.

I will note, that in the hourly charts the stock has built a descending triangle that could break lower. I am holding into next week unless that traingle is broken.

JMO
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