Semi-Equips - Buy when BLOOD is running in the streets! Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 217.47

+4.2%

Jan 15 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Q. who wrote (5477)	5/20/1998 12:50:00 PM
From: Mark Oliver	Read Replies (1) of 10921

I guess this has been commented on before, but I find it interesting that shipments have exceeded BtB for the previous 3 months. Is this normal, or does that show that lead times are shrunking? Or perhaps a different quality of sales as less new fabs are started and more equipment is being upgraded. Regards, Mark Also noticed SFAM got an upgrade from Alex Brown.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next