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 158.18

+2.2%

Dec 2 3:59 PM EST

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To: Clarksterh who wrote (3916)	12/17/1997 9:16:00 PM
From: Clarksterh	Read Replies (1) of 10921

Just for those who think that the entire semiconductor industry is over-capacity, and no one is going to new technology: Acer is getting into foundry business (because the current foundries are booked solid): techweb.com IBM starting a $700M 300mm line in 1999: techweb.com And, for those who think that the lack of investment capital in SEA will cause all new plants to dry up: techweb.com Finally, an interesting article about why some DRAM makers may make a lot of money (and others will lose their shirts) next year: techweb.com Just food for thought. Clark

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