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 166.37

+4.4%

Nov 10 3:59 PM EST

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To: Nevin S. who wrote (10549)	7/26/2002 11:55:13 AM
From: Cary Salsberg	Read Replies (1) of 10921

I don't think you can look at foundries as an outsourcing entity. TSMC rivals INTC for the most advanced fab processes. If leading edge is slowing, then it is safe to assume the whole industry is slowing. These variations reflect more careful management than was typical of "normal" cycles and reflects the fact that purchases are primarily for improving process technology and increasing leading edge capacity not to meet projected industry capacity requirements.

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