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 141.04

+1.0%

1:02 PM EST

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To: geoffrey Wren who wrote (3577)	11/26/1997 2:58:00 PM
From: John Dally	Read Replies (2) of 10921

Hi Geoff, As finances go, as lenders and chip-makers look and see expensive plants in Korea and elsewhere that cannot generate cash flow to amortize their sunk costs . . . I don't think anyone will invest in new production facilities if they can't make a profit. Here's the price trend for DRAM: smithweb.com Here's the latest spot price: pweb.aix.or.jp Every manufacturer will bleed until enough producers are driven out of business! IMO, the prospects are rather bleak for semi equipment manufacturers. Best Regards, John.

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