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 148.32

-3.3%

Nov 14 3:59 PM EST

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To: Mason Barge who wrote (4333)	1/6/1998 11:53:00 AM
From: David Rosenthal	Read Replies (1) of 10921

>>> The big money's still on the cutting edge. Why would Tiffany's try to compete with Friedman's when they're making more money selling high-margin custom jewelry? >>> Intel will compete in all market segments. They will not let their competitors establish a base in any market without a fight. And why? The lesson is clear here. Today's low-end market may be tomorrows only market. Many companies that have concentrated only on high margin items have eventually lost their dominance. IBM's PC market was decimated by the low-end, where they initially chose not to play. On the other hand COMPAQ, established as a high-end PC supplier, chose to compete at the low-end and used their resources to become a dominant player. Dave

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