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 161.75

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10:02 AM EST

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To: Justa Werkenstiff who wrote (3489)	11/14/1997 8:55:00 PM
From: FJB	Read Replies (1) of 10921

Justa, The VLSI and Dataquest DUV forecasts are somewhere in posts on SI, but I will find them somehow. Dataquests estimate for '98 DUV tool shipments is 500, while VLSI says demand is for 700. Here are a couple of more general forecasts, while I try to dig up those other numbers for you(might not find them til tomorrow, because I'm about to head out). techweb.cmp.com techweb.com Bob PS I found a post with the VLSI and dataquest numbers, but they do not look like the most recent forecast I mentioned above. siliconinvestor.com

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