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 154.74

-0.8%

Dec 1 3:59 PM EST

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To: William Nelson who wrote (4494)	1/19/1998 11:48:00 AM
From: Clarksterh	Read Replies (1) of 10921

WN - What is your analysis of the previous semi-equip downturn? Did the semi companies not need new technology then? In '96 (the last significant downturn) the semi equip companies were overcapacity, but they had also just recently upgraded a lot of their equipment with the build to overcapacity. As a result they stopped spending for more capacity, but they didn't need any upgrades either, and they bought very little equipment for almost 1-1/2 years, which is a long time in the semi industry. The result is that many of the semi manufacturers are now at least one step behind on technology, even if they are still a little overcapacity in some areas. Hope this answers your question. Clark

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