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 151.48

+6.2%

2:29 PM EST

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To: Clarksterh who wrote (5385)	5/12/1998 11:48:00 PM
From: Steve Patterson	Read Replies (1) of 10921

> After all, most of the growth is going to come from cannibalizing 16 and 64 Mb DRAM sales. To many (but not all) semi-equipment cos., cannibalizing sales of the previous generation is just fine, because they need new equipment to make the next generation. Who wins and who loses here depends on the change in process. Steve

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