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 155.15

+2.1%

Nov 26 3:59 PM EST

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To: Fortinwit who wrote (5258)	5/4/1998 9:41:00 PM
From: Ian@SI	Read Replies (1) of 10921

F, I, for one, welcome your posts, as I'm sure many others do. Re: PS: As a longtime lurker, I have appreciated your fact-filled posts (as opposed to my own gut feelings). Your gut feelings are probably welcomed by more readers than mine - especially when you state the source for those opinions. If the move to .18æm provides sufficient productivity gain, it could further delay the move to 300mm. I don't think any chipmaker wants to take the hit from being the first 300mm fab in the world. So we could see 300mm coming even later than the current announced plans. It will come, I have no firm idea when, however. To keep Moore's law in operation, the chipmakers have no choice but to send bags of money to the equipment makers that can help them most. IMO, those companies will continue to do well. During the 300mm ramp, almost everyone will do well. FWIW, Ian.

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