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 173.34

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10:35 AM EST

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To: Sam Citron who wrote (3453)	11/13/1997 10:56:00 AM
From: Ian@SI	Read Replies (1) of 10921

Sam, 1. RE CYMI and DUV market share. I believe you're correct. There are no DUV steppers in production or nearly so other than those with CYMI lasers. COHR/Lambda Physik would love to change this, so far that's a desire; same is true for Komatsu, though there continue to unverified rumours that Komatsu's aspirations may be partially realized. 2. 3Q Productivity release looked outstanding to me. Any reaction: Review In the nonfarm business sector during Q3 a 4.3% increase in output and a 0.1% decline in hours worked gave rise to a 4.5% increase in productivity. Nonfarm productivity is growing at a 2.5% year-on-year rate and nonfarm unit labor costs are growing at a 1.3% year-on-year rate. In the manufacturing sector a 7.9% increase in output and a 1.7% decline in hours worked gave rise to a 9.8% increase in productivity. Manufacturing productivity is growing at a 4.7% year-on-year rate and manufacturing unit labor costs are falling at a 1.5% year-on-year rate. These Q3 productivity increases are huge. They will give the impression that productivity is accelerating much faster than wage growth and hence that the inflation outlook remains kind. Note that year-on-year wage growth stood at 4.0% as of October. There currently rages a critical debate that pits those who claim that productivity is (and has been) accelerating markedly against, well, just about everyone else. Note that the debate does not center on whether productivity is growing. It surely is (indeed, investment has proven so strong during the past few years that something would have to be gravely wrong for it not to be). The critical questions are these: Is productivity accelerating or decelerating, and is it growing faster than wages?

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