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 139.60

-6.2%

3:59 PM EST

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To: Ian@SI who wrote (3597)	11/28/1997 10:36:00 PM
From: P.T.Burnem	Read Replies (1) of 10921

When the chipmaker can buy a single tool that will improve productivity of the millions of chips monthly that will be produced, guess what the chipmaker does. He buys it. Whether it costs $50,000 or $7.5M. First, he has to find a bank willing to lend $$$ to a marginally- - if at all - profitable business. The other choice is to exit the business. When the dust settles, many SEA chipmakers will find themselves out of business. PTB

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