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 151.94

+1.1%

Nov 25 3:59 PM EST

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To: Cary Salsberg who wrote (3881)	12/16/1997 8:30:00 PM
From: 16yearcycle	Read Replies (1) of 10921

Cary, Thanks again. Now more questions. Putting on your "futurist" hat, is there ANY REASONABLE possibility of a change in the foundation of the semi-equipment/ semiconductor industry that would cause revenues to drop long term? Can increasing bandwith cause a reduction in the need for processors? A cheaper way of getting the job done? I am trying to see if there is anything else out there that can blinside an investor in this industry besides supply/demand issues. TIA Gene

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