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 155.15

+2.1%

Nov 26 3:59 PM EST

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To: Teri Skogerboe who wrote (3719)	12/11/1997 8:51:00 PM
From: LLCF	Read Replies (1) of 10921

<Also, if they will change to a market based philosophy, I feel it will make this game (the semis, semi-equips) easier to understand, because when pricing goes to he!! on chips, chip makers would pull in their horns and not build fabs as quickly, until Supply/Demand would become more balanced.> This is an ongoing phenom everywhere, although probebly more pronounced in your example...even economically competitive markets misappropriate capital because it "looks right" and "rational" at the time...look at the takeover in the oils late 70's early 80's for one...examples are endless. Hell look at the, uh, banks NOW! hahaha Just a prediction there. Anyway... it happends all the time. Many very smart people argue that the current love affair with "paper assets" will end badly...I don't know too many people who don't think that you absolutley MUST be in stocks! Its become "obvious".... I find it interesting. DAK

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