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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: Jay M. Harris who wrote (3896)12/17/1997 1:27:00 PM
From: Investor2  Read Replies (1) of 10921
 
RE: "This cycle will truly cleanse the industry of the 30% equipment spending as a percent of semi revenue since 1995! "

How will the down cycle change the capital spending-to-total cost ratio of semi manufacturing?

Thanks,

I2
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