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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: Cary Salsberg who wrote (10554)7/26/2002 1:50:10 PM
From: Ian@SI   of 10921
 
While the commitment to a 300mm fab may well be in excess of $2.5B, it's unlikely that most Fab Managers, even in the top 10, will fully equip the fab at the 'get-go'.

My presumption is that lines will be added as required throughout the fab's life.
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