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

+1.0%

Dec 3 3:59 PM EST

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To: John Chalker who wrote (4527)	1/21/1998 8:12:00 AM
From: Mason Barge	Read Replies (1) of 10921

Thanks for the link, but it was to the current edition and I couldn't find the semi equipment article you mentioned. I got the 20-40% figures from the WSJ online yesterday, and these were hard news quotes from the companies involved, not "analysts" interpretations or estimates. <<The projected cut of about 80 billion Yen equals about US $6.3 billion, or about one seventh of Intel's capital spending budget for 1998>> Your figures for both Japanese spending and for Intel's semi equipment budget are not even in the ballpark. I suggest as a starting point, if you want to make the comparison, that you use Intel's recently announced figure of $5.4 billion in 1998 semi equipment spending, up from $4.5 billion in 1997.

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