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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 160.58-4.8%3:59 PM EST
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To: Ian@SI who wrote (4112)12/25/1997 9:52:00 AM
From: Jay M. Harris  Read Replies (2) of 10921
 
Ian,

Intel pushing out Texas because of the DEC aquisition? I may be wrong here, but I thought the Texas capacity was memory and the Alpha capacity logic? Incidently, Intel stated that they were rapidly moving the Alpha capacity to .25 micron. You may be correct that the Alpha aquisition caused the texas push out. However, I call your attention to the origional Intel announcement of Texas and subsequent damage control only one day later. As I read through those tea leaves, I detect motivations like ROIC.

Seasons Greetings to you, and good luck catching the SOX,

Jay
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