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 148.83

+3.9%

Nov 19 3:59 PM EST

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To: Clarksterh who wrote (4182)	12/29/1997 11:57:00 AM
From: Zeev Hed	Read Replies (2) of 10921

Clark, some companies are withdrawing from DRAM (Japan Steel?) and moving into foundry services for logic devices. That might keep the slight oversupply there for some time. There is also a possibility that some of the huige expansion underway now in Taiwan will end up as service foundries, and that will keep two segments under water for a little while. I think that the basic problem is still that we are currently at a peak in equipment delivery and the extremely high rate of equipment shipment of the last few years (relative to toal chip shipments) cannot be maintained, thus we will see few quarters of bad q over q comparisions in this segment. Zeev

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