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 159.74

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Dec 3 3:59 PM EST

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To: Justa Werkenstiff who wrote (3950)	12/18/1997 4:03:00 PM
From: Jay M. Harris	Read Replies (2) of 10921

When memory prices declined in 95/96, why didn't the die shrinks and move to .35 micron from .50 micron save memory producer margins and hold up equipment spending? After all, Micron did and is losing money and they are the low cost providor. Equip management teams need to study supply/demand, not just cost! Jay

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