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: Cary Salsberg who wrote (10659)	8/18/2002 1:02:55 PM
From: robbie	Read Replies (1) of 10921

I'm really not a fan of Dell. They seem to be winning the computer wars by default since everyone else has absolutely horrible execution. Costs will continue to come down of course...that's why Dell will need to grow through acquisitions and/or partnerships with new businesses. It's unreal that no one else on earth has been able to figure out how to build and ship a computer box efficiently...got to believe it will happen though. Robbie BTW...do you think VTSS will survive this downturn ??? If they do, the stock will be a huge winner from here...

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