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 159.33

-1.8%

Nov 7 9:30 AM EST

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To: Alastair McIntosh who wrote (10621)	8/16/2002 10:54:16 AM
From: Cary Salsberg	Read Replies (1) of 10921

RE: "They are a commodity distributor..." While there is some truth, here, the intriguing part is where it is not true. DELL has been very successful selling boxes. These boxes are evolving rapidly and have unlimited possibility. Not the normal description of a commodity.

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