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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 171.83+4.3%2:37 PM EST
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To: Thomas J Pittman who wrote (2812)10/20/1997 10:59:00 AM
From: Sam Citron   of 10921
 
Rumination #1:

To the extent early birds are, by definition, exceptionally well capitalized and dominant firms, these same firms may tend to go for best-of-breed approaches, rather than integrated suppliers like AMAT, because they can afford the luxury of not becoming dependant on a single supplier.

Rumination #2:

If Intel and IBM are no longer willing to pioneer the transition as a result of their learning process, why should any firm step up to the plate to be first while significant perceived latecomer advantages exist?
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