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 142.62

+2.2%

Nov 21 9:30 AM EST

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To: Sam Citron who wrote (3231)	10/31/1997 10:58:00 AM
From: Ian@SI	Read Replies (1) of 10921

Sam, The list that you gave adds up to about $21B of which I estimate that $15B would be for Equipment. This and the "infilling" is a nice stimulus to growth for "our" companies. Is the information re new fabs available on a regular basis via the Web? Thanks, Ian.

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