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 222.87

+2.5%

Jan 16 3:59 PM EST

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To: Ian@SI who wrote (5236)	5/1/1998 8:51:00 PM
From: shane forbes	Read Replies (2) of 10921

Ian: --- RE: I can't think of any examples of chipmakers regaining pricing power for any chip based product For my portfolio's sake I know of one very important one. --- RE: Earnings come directly from Sales not bookings. But first Sales have to come from bookings. [This is not a high turns business (though I will grant you, in the current environment, if bookings continue to shrink as they have been, likely to see some sizeable orders being filled with turns business.)] --- Good point w/ 2. But sales do not have to dive as fast as bookings to crush the profitability of these companies. They aren't doing those layoffs and selling non-essential assets etc because they think life will be hunky-dorey in the next few quarters! But the longer they have to go without profits, poof there goes the R&D budget, hence poof there goes their long term viability (applies only to weaker companies of course) and hence hence poof here emerge the big boys in a very good position after all of this is said and done. --- Shane.

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